Curi RMB Capital’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Curi RMB Capital’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 Q1	$380K	Buy	8,715 +1,161	+15%	+$48.3K	0.01%	671
2025 Q4	$286K	Buy	7,554 +21	+0.3%	+$801	0.01%	766
2025 Q3	$288K	Buy	7,533 +23	+0.3%	+$868	0.01%	613
2025 Q2	$282K	Buy	+7,510	New	+$275K	0.01%	597
2022 Q1	–	Sell	-13,616	Closed	-$340K	–	447
2021 Q4	$340K	Hold	13,616	–	–	0.01%	388
2021 Q3	$322K	Hold	13,616	–	–	0.01%	391
2021 Q2	$333K	Buy	+13,616	New	+$330K	0.01%	399

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Curi RMB Capital's EMLP Position: Q1 2026 in Review

Curi RMB Capital increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 15% in Q1 2026, buying an estimated $48.3K and bringing the position to 8,715 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #671.

Curi RMB Capital first reported a position in EMLP in Q2 2021 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Curi RMB Capital held 8,715 shares of First Trust North American Energy Infrastructure Fund worth $380K as of Q1 2026.
Curi RMB Capital bought 1,161 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $48.3K.
First Trust North American Energy Infrastructure Fund made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #671 holding.
Curi RMB Capital first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2021 and has held it in 7 quarters since.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.