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CX Institutional’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

CX Institutional’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 		$107K Buy
2,463
+407
+20% +$17.7K ﹤0.01% 849
2026
Q1 		$90K Buy
2,056
+192
+10% +$7.99K ﹤0.01% 875
2025
Q4 		$71K Buy
+1,864
New +$71.1K ﹤0.01% 913

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

CX Institutional's EMLP Position: Q2 2026 in Review

CX Institutional increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 20% in Q2 2026, buying an estimated $17.7K and bringing the position to 2,463 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

CX Institutional first reported a position in EMLP in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • CX Institutional held 2,463 shares of First Trust North American Energy Infrastructure Fund worth $107K as of Q2 2026.
  • CX Institutional bought 407 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $17.7K.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #849 holding.
  • CX Institutional first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.