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Comprehensive Financial Planning’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Comprehensive Financial Planning’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
2026
Q2 		$4.61K Hold
106
– – ﹤0.01% 329
2026
Q1 		$4.63K Hold
106
– – ﹤0.01% 310
2025
Q4 		$4.01K Hold
106
– – ﹤0.01% 323
2025
Q3 		$4.06K Hold
106
– – ﹤0.01% 283
2025
Q2 		$3.98K Hold
106
– – ﹤0.01% 272
2025
Q1 		$3.97K Hold
106
– – ﹤0.01% 260
2024
Q4 		$3.78K Buy
+106
New +$3.75K ﹤0.01% 294

Other funds holding EMLP

Morgan Stanley
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
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
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
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Comprehensive Financial Planning's EMLP Position: Q2 2026 in Review

Comprehensive Financial Planning held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 106 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Comprehensive Financial Planning first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.63K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Comprehensive Financial Planning held 106 shares of First Trust North American Energy Infrastructure Fund worth $4.61K as of Q2 2026.
  • Comprehensive Financial Planning left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #329 holding.
  • Comprehensive Financial Planning first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's First Trust North American Energy Infrastructure Fund position peaked at $4.63K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.