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

Creative 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 		$492K Buy
11,307
+1,317
+13% +$57.4K ﹤0.01% 3199
2026
Q1 		$436K Buy
9,990
+983
+11% +$40.9K ﹤0.01% 3130
2025
Q4 		$341K Sell
9,007
-499
-5% -$19K ﹤0.01% 3155
2025
Q3 		$364K Sell
9,506
-1,004
-10% -$37.9K ﹤0.01% 2996
2025
Q2 		$394K Buy
10,510
+415
+4% +$15.2K ﹤0.01% 2669
2025
Q1 		$378K Buy
10,095
+2,721
+37% +$101K ﹤0.01% 2553
2024
Q4 		$263K Buy
7,374
+80
+1% +$2.83K ﹤0.01% 2776
2024
Q3 		$245K Sell
7,294
-3,809
-34% -$123K ﹤0.01% 2694
2024
Q2 		$338K Buy
11,103
+20
+0.2% +$601 ﹤0.01% 2256
2024
Q1 		$327K Buy
11,083
+2,924
+36% +$81.6K ﹤0.01% 2180
2023
Q4 		$226K Buy
8,159
+82
+1% +$2.21K ﹤0.01% 2322
2023
Q3 		$213K Buy
+8,077
New +$222K ﹤0.01% 2192
2017
Q3 		– Sell
-281
Closed -$7K – 2404
2017
Q2 		$7K Sell
281
-670
-70% -$16.7K ﹤0.01% 3812
2017
Q1 		$24K Buy
951
+731
+332% +$18.5K ﹤0.01% 3002
2016
Q4 		$6K Hold
220
– – ﹤0.01% 3838
2016
Q3 		$6K Hold
220
– – ﹤0.01% 3795
2016
Q2 		$5K Hold
220
– – ﹤0.01% 3630
2016
Q1 		$5K Hold
220
– – ﹤0.01% 3572
2015
Q4 		$4K Hold
220
– – ﹤0.01% 3776
2015
Q3 		$5K Buy
+220
New +$5.26K ﹤0.01% 3595
2015
Q2 		– Sell
-377
Closed -$10K – 1640
2015
Q1 		$10K Buy
377
+157
+71% +$4.3K ﹤0.01% 3183
2014
Q4 		$6K Sell
220
-936
-81% -$25.7K ﹤0.01% 3392
2014
Q3 		$31K Buy
+1,156
New +$31.5K ﹤0.01% 2218

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

Creative Planning's EMLP Position: Q2 2026 in Review

Creative Planning increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 13% in Q2 2026, buying an estimated $57.4K and bringing the position to 11,307 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Creative Planning first reported a position in EMLP in Q3 2014 and has held it in 23 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Creative Planning held 11,307 shares of First Trust North American Energy Infrastructure Fund worth $492K as of Q2 2026.
  • Creative Planning bought 1,317 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $57.4K.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3199 holding.
  • Creative Planning first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2014 and has held it in 23 quarters since.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.