Creative Financial Designs’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Creative Financial Designs’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	$8.27K	Hold	190	–	–	﹤0.01%	1569
2026 Q1	$8.29K	Hold	190	–	–	﹤0.01%	1461
2025 Q4	$7.2K	Sell	190 -117	-38%	-$4.46K	﹤0.01%	1425
2025 Q3	$11.7K	Buy	307 +1	+0.3%	+$38	﹤0.01%	1322
2025 Q2	$11.5K	Sell	306 -46	-13%	-$1.68K	﹤0.01%	1302
2025 Q1	$13.2K	Buy	352 +12	+4%	+$444	﹤0.01%	1214
2024 Q4	$12.1K	Buy	340 +37	+12%	+$1.31K	﹤0.01%	1176
2024 Q3	$10.2K	Sell	303 -397	-57%	-$12.8K	﹤0.01%	1199
2024 Q2	$21.3K	Buy	700 +510	+268%	+$15.3K	﹤0.01%	987
2024 Q1	$5.61K	Hold	190	–	–	﹤0.01%	1279
2023 Q4	$5.26K	Hold	190	–	–	﹤0.01%	1250
2023 Q3	$5.02K	Hold	190	–	–	﹤0.01%	1187
2023 Q2	$5.13K	Sell	190 -51	-21%	-$1.37K	﹤0.01%	1176
2023 Q1	$6.42K	Hold	241	–	–	﹤0.01%	1057
2022 Q4	$6.43K	Hold	241	–	–	﹤0.01%	988
2022 Q3	$6K	Hold	241	–	–	﹤0.01%	994
2022 Q2	$6K	Hold	241	–	–	﹤0.01%	963
2022 Q1	$7K	Buy	+241	New	+$6.24K	﹤0.01%	976

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

CAM

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

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

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

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Creative Financial Designs's EMLP Position: Q2 2026 in Review

Creative Financial Designs held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 190 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Creative Financial Designs first reported a position in EMLP in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.3K in Q2 2024. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Creative Financial Designs held 190 shares of First Trust North American Energy Infrastructure Fund worth $8.27K as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #1569 holding.
Creative Financial Designs first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's First Trust North American Energy Infrastructure Fund position peaked at $21.3K in Q2 2024.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.