Clean Yield Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Clean Yield Group’s Portfolio EMLP Stock Details EMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-429	Closed	-$16.4K	–	413
2025 Q3	$16.4K	Buy	+429	New	+$16.2K	﹤0.01%	298
2020 Q1	–	Sell	-1,666	Closed	-$42K	–	393
2019 Q4	$42K	Hold	1,666	–	–	0.01%	232
2019 Q3	$43K	Hold	1,666	–	–	0.01%	220
2019 Q2	$42K	Buy	+1,666	New	+$41.4K	0.02%	216

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clean Yield Group's EMLP Position: Q4 2025 in Review

Clean Yield Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2025, closing a stake of 429 shares — an estimated $16.4K sold.

Clean Yield Group first reported a position in EMLP in Q2 2019 and held it in 4 quarters. The position peaked at $43K in Q3 2019. 373 funds tracked by Wall St. Rank hold EMLP as of Q4 2025.

Clean Yield Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Clean Yield Group sold 429 First Trust North American Energy Infrastructure Fund shares in Q4 2025, an estimated $16.4K.
Clean Yield Group first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2019 and held it in 4 quarters.
Clean Yield Group's First Trust North American Energy Infrastructure Fund position peaked at $43K in Q3 2019.
373 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2025.

Based on Clean Yield Group's 13F filing for Q4 2025, filed 26 Jan 2026.