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Decker Retirement Planning’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Decker Retirement Planning’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 		$31.2K Hold
717
– – 0.01% 146
2026
Q1 		$31.3K Hold
717
– – 0.01% 117
2025
Q4 		$27.2K Hold
717
– – 0.01% 118
2025
Q3 		$27.5K Hold
717
– – 0.02% 120
2025
Q2 		$26.9K Buy
+717
New +$26.2K 0.02% 102
2025
Q1 		– Sell
-1,308
Closed -$46.6K – 327
2024
Q4 		$46.6K Buy
+1,308
New +$46.3K 0.03% 124

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

Decker Retirement Planning's EMLP Position: Q2 2026 in Review

Decker Retirement Planning held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 717 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #146.

Decker Retirement Planning first reported a position in EMLP in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.6K in Q4 2024. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Decker Retirement Planning held 717 shares of First Trust North American Energy Infrastructure Fund worth $31.2K as of Q2 2026.
  • Decker Retirement Planning left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
  • First Trust North American Energy Infrastructure Fund made up 0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #146 holding.
  • Decker Retirement Planning first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 6 quarters since.
  • Decker Retirement Planning's First Trust North American Energy Infrastructure Fund position peaked at $46.6K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.