Creekmur Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Creekmur Asset Management’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
2025 Q3	$27	Hold	1	–	–	﹤0.01%	772
2025 Q2	$26	Hold	1	–	–	﹤0.01%	786
2025 Q1	$26	Hold	1	–	–	﹤0.01%	717
2024 Q4	$24	Hold	1	–	–	﹤0.01%	878
2024 Q3	$23	Hold	1	–	–	﹤0.01%	964
2024 Q2	$20	Sell	1 -104	-99%	-$3.12K	﹤0.01%	1014
2024 Q1	$3.09K	Buy	105 +1	+1%	+$28	﹤0.01%	621
2023 Q4	$2.87K	Buy	+104	New	+$2.8K	﹤0.01%	654

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

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

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

CPO

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

Creekmur Asset Management's EMLP Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q3 2025 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Creekmur Asset Management first reported a position in EMLP in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.09K in Q1 2024. 360 funds tracked by Wall St. Rank hold EMLP as of Q3 2025.

Creekmur Asset Management held 1 share of First Trust North American Energy Infrastructure Fund worth $27 as of Q3 2025.
Creekmur Asset Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q3 2025.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #772 holding.
Creekmur Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust North American Energy Infrastructure Fund position peaked at $3.09K in Q1 2024.
360 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.