Crumly & Associates’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Crumly & Associates’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	$3.17M	Hold	72,836	–	–	0.61%	37
2026 Q1	$3.18M	Hold	72,836	–	–	0.67%	36
2025 Q4	$2.76M	Hold	72,836	–	–	0.58%	41
2025 Q3	$2.79M	Sell	72,836 -60	-0.1%	-$2.27K	0.61%	37
2025 Q2	$2.73M	Sell	72,896 -1,093	-1%	-$40K	0.67%	37
2025 Q1	$2.77M	Sell	73,989 -119	-0.2%	-$4.4K	0.77%	36
2024 Q4	$2.64M	Sell	74,108 -2	-0%	-$71	0.72%	35
2024 Q3	$2.49M	Sell	74,110 -2,367	-3%	-$76.1K	0.69%	37
2024 Q2	$2.33M	Sell	76,477 -6,409	-8%	-$192K	0.67%	32
2024 Q1	$2.45M	Sell	82,886 -6,666	-7%	-$186K	0.64%	40
2023 Q4	$2.48M	Sell	89,552 -124,129	-58%	-$3.34M	0.72%	39
2023 Q3	$5.65M	Sell	213,681 -144,367	-40%	-$3.96M	2.22%	16
2023 Q2	$9.67M	Sell	358,048 -74,512	-17%	-$2M	3.87%	4
2023 Q1	$11.5M	Buy	432,560 +60,589	+16%	+$1.63M	5%	3
2022 Q4	$9.93M	Sell	371,971 -240,491	-39%	-$6.39M	3.75%	7
2022 Q3	$15.2M	Buy	612,462 +65,224	+12%	+$1.77M	6.29%	3
2022 Q2	$14.1M	Buy	547,238 +225,427	+70%	+$6.13M	5.85%	2
2022 Q1	$8.91M	Buy	321,811 +116,561	+57%	+$3.02M	3.34%	11
2021 Q4	$5.27M	Buy	205,250 +128,163	+166%	+$3.17M	2.08%	15
2021 Q3	$1.82M	Buy	77,087 +18,124	+31%	+$441K	0.85%	25
2021 Q2	$1.44M	Buy	+58,963	New	+$1.43M	0.7%	30
2020 Q1	–	Sell	-72,932	Closed	-$1.86M	–	50
2019 Q4	$1.86M	Buy	+72,932	New	+$1.81M	1.93%	16

Other funds holding EMLP

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

Crumly & Associates's EMLP Position: Q2 2026 in Review

Crumly & Associates held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 72,836 shares worth $3.17M. The position accounts for 0.61% of the portfolio, ranked #37.

Crumly & Associates first reported a position in EMLP in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.2M in Q3 2022. 64 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Crumly & Associates held 72,836 shares of First Trust North American Energy Infrastructure Fund worth $3.17M as of Q2 2026.
Crumly & Associates left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
First Trust North American Energy Infrastructure Fund made up 0.61% of Crumly & Associates's portfolio in Q2 2026, its #37 holding.
Crumly & Associates first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and has held it in 22 quarters since.
Crumly & Associates's First Trust North American Energy Infrastructure Fund position peaked at $15.2M in Q3 2022.
64 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.