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Coppell Advisory Solutions Corp’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-3,878
Closed -$104K – 457
2022
Q4 		$104K Buy
+3,878
New +$103K 0.04% 219

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

Coppell Advisory Solutions Corp's EMLP Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2023, closing a stake of 3,878 shares — an estimated $104K sold.

Coppell Advisory Solutions Corp first reported a position in EMLP in Q4 2022 and held it in 1 quarter. The position peaked at $104K in Q4 2022. 285 funds tracked by Wall St. Rank hold EMLP as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 3,878 First Trust North American Energy Infrastructure Fund shares in Q1 2023, an estimated $104K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust North American Energy Infrastructure Fund position peaked at $104K in Q4 2022.
  • 285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.