Darwin Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Darwin Wealth Management’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	$37K	Sell	850 -32	-4%	-$1.4K	0.01%	265
2026 Q1	$38.5K	Buy	882 +3	+0.3%	+$125	0.01%	240
2025 Q4	$33.3K	Buy	879 +3	+0.3%	+$114	0.01%	254
2025 Q3	$33.5K	Buy	876 +3	+0.3%	+$113	0.01%	247
2025 Q2	$32.8K	Sell	873 -29	-3%	-$1.06K	0.01%	233
2025 Q1	$32.2K	Hold	902	–	–	0.01%	258
2024 Q4	$32.2K	Buy	902 +3	+0.3%	+$106	0.01%	258
2024 Q3	$30.2K	Buy	+899	New	+$28.9K	0.01%	272
2020 Q2	–	Sell	-105	Closed	-$1K	–	318
2020 Q1	$1K	Buy	+105	New	+$2.46K	﹤0.01%	729
2018 Q1	–	Sell	-74,387	Closed	-$1.83M	–	135
2017 Q4	$1.83M	Buy	+74,387	New	+$1.83M	0.78%	52
2017 Q3	–	Sell	-69,752	Closed	-$1.71M	–	110
2017 Q2	$1.71M	Sell	69,752 -4,384	-6%	-$110K	0.95%	49
2017 Q1	$1.88M	Buy	74,136 +2,776	+4%	+$70.2K	1.09%	42
2016 Q4	$1.8M	Buy	71,360 +18,936	+36%	+$468K	1.21%	30
2016 Q3	$1.33M	Buy	52,424 +8,768	+20%	+$218K	1.03%	43
2016 Q2	$1.08M	Buy	+43,656	New	+$1.01M	0.92%	48

Other funds holding EMLP

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

Darwin Wealth Management's EMLP Position: Q2 2026 in Review

Darwin Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 3.6% in Q2 2026, selling an estimated $1.4K and leaving 850 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #265.

Darwin Wealth Management first reported a position in EMLP in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.88M in Q1 2017. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Darwin Wealth Management held 850 shares of First Trust North American Energy Infrastructure Fund worth $37K as of Q2 2026.
Darwin Wealth Management sold 32 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.4K.
First Trust North American Energy Infrastructure Fund made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #265 holding.
Darwin Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2016 and has held it in 15 quarters since.
Darwin Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $1.88M in Q1 2017.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.