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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

LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FA
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

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. 85 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.
  • 85 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.