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Concurrent Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Concurrent Investment Advisors’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 		$1.65M Buy
38,004
+2,287
+6% +$99.7K 0.01% 783
2026
Q1 		$1.56M Buy
35,717
+5,022
+16% +$209K 0.02% 702
2025
Q4 		$1.16M Sell
30,695
-662
-2% -$25.2K 0.01% 764
2025
Q3 		$1.2M Sell
31,357
-2,083
-6% -$78.6K 0.02% 599
2025
Q2 		$1.25M Buy
33,440
+1,092
+3% +$40K 0.02% 541
2025
Q1 		$1.21M Buy
32,348
+1,490
+5% +$55.1K 0.03% 490
2024
Q4 		$1.1M Buy
30,858
+2,195
+8% +$77.8K 0.03% 466
2024
Q3 		$963K Sell
28,663
-901
-3% -$29K 0.03% 472
2024
Q2 		$901K Buy
29,564
+373
+1% +$11.2K 0.03% 454
2024
Q1 		$862K Sell
29,191
-5,803
-17% -$162K 0.03% 407
2023
Q4 		$969K Buy
+34,994
New +$943K 0.05% 342

Other funds holding EMLP

WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Concurrent Investment Advisors's EMLP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 6.4% in Q2 2026, buying an estimated $99.7K and bringing the position to 38,004 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #783.

Concurrent Investment Advisors first reported a position in EMLP in Q4 2023 and has held it in 11 quarters since. 151 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Concurrent Investment Advisors held 38,004 shares of First Trust North American Energy Infrastructure Fund worth $1.65M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,287 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $99.7K.
  • First Trust North American Energy Infrastructure Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #783 holding.
  • Concurrent Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
  • 151 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.