Destiny Wealth Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Destiny Wealth Partners’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	–	Sell	-16,588	Closed	-$724K	–	426
2026 Q1	$724K	Hold	16,588	–	–	0.08%	120
2025 Q4	$656K	Hold	16,588	–	–	0.08%	113
2025 Q3	$635K	Hold	16,588	–	–	0.08%	109
2025 Q2	$622K	Hold	16,588	–	–	0.08%	107
2025 Q1	$622K	Hold	16,588	–	–	0.1%	99
2024 Q4	$591K	Hold	16,588	–	–	0.1%	103
2024 Q3	$557K	Hold	16,588	–	–	0.1%	101
2024 Q2	$505K	Hold	16,588	–	–	0.09%	99
2024 Q1	$490K	Hold	16,588	–	–	0.09%	96
2023 Q4	$462K	Hold	16,588	–	–	0.09%	97
2023 Q3	$438K	Hold	16,588	–	–	0.09%	103
2023 Q2	$465K	Hold	16,588	–	–	0.09%	102
2023 Q1	$442K	Sell	16,588 -81	-0.5%	-$2.18K	0.09%	100
2022 Q4	$445K	Hold	16,669	–	–	0.1%	104
2022 Q3	$415K	Hold	16,669	–	–	0.09%	104
2022 Q2	$429K	Hold	16,669	–	–	0.09%	95
2022 Q1	$462K	Hold	16,669	–	–	0.09%	100
2021 Q4	$416K	Sell	16,669 -4,158	-20%	-$103K	0.08%	117
2021 Q3	$493K	Hold	20,827	–	–	0.1%	108
2021 Q2	$509K	Hold	20,827	–	–	0.1%	118
2021 Q1	$475K	Hold	20,827	–	–	0.1%	104
2020 Q4	$437K	Buy	+20,827	New	+$433K	0.09%	111

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

Destiny Wealth Partners's EMLP Position: Q2 2026 in Review

Destiny Wealth Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 16,588 shares — an estimated $724K sold.

Destiny Wealth Partners first reported a position in EMLP in Q4 2020 and held it in 22 quarters. The position peaked at $724K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Destiny Wealth Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 16,588 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $724K.
Destiny Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 22 quarters.
Destiny Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $724K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.