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 Q3	$84K	Sell	2,056 -407	-17%	-$17.8K	﹤0.01%	910
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CX Institutional's EMLP Position: Q3 2026 in Review

CX Institutional reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 17% in Q3 2026, selling an estimated $17.8K and leaving 2,056 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

CX Institutional first reported a position in EMLP in Q4 2025 and has held it in 4 quarters since. The position peaked at $107K in Q2 2026. 94 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

CX Institutional held 2,056 shares of First Trust North American Energy Infrastructure Fund worth $84K as of Q3 2026.
CX Institutional sold 407 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $17.8K.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #910 holding.
CX Institutional first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and has held it in 4 quarters since.
CX Institutional's First Trust North American Energy Infrastructure Fund position peaked at $107K in Q2 2026.
94 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.