Congress Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Congress Wealth Management's EMLP Position: Q2 2025 in Review

Congress Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.25% in Q2 2025, selling an estimated $4.83K and leaving 53,288 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #555.

Congress Wealth Management first reported a position in EMLP in Q1 2025 and has held it in 2 quarters since. The position peaked at $2M in Q1 2025. 370 funds tracked by Wall St. Rank hold EMLP as of Q2 2025.

• Congress Wealth Management held 53,288 shares of First Trust North American Energy Infrastructure Fund worth $2M as of Q2 2025.
• Congress Wealth Management sold 132 First Trust North American Energy Infrastructure Fund shares in Q2 2025, an estimated $4.83K.
• First Trust North American Energy Infrastructure Fund made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #555 holding.
• Congress Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2025 and has held it in 2 quarters since.
• Congress Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $2M in Q1 2025.
• 370 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.