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

Empirical 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	$251K	Sell	5,766 -19	-0.3%	-$828	﹤0.01%	934
2026 Q1	$253K	Hold	5,785	–	–	﹤0.01%	862
2025 Q4	$219K	Sell	5,785 -2,224	-28%	-$84.8K	﹤0.01%	824
2025 Q3	$307K	Buy	8,009 +2,440	+44%	+$92.1K	0.01%	604
2025 Q2	$209K	Hold	5,569	–	–	﹤0.01%	640
2025 Q1	$209K	Buy	+5,569	New	+$206K	0.01%	599
2018 Q4	–	Sell	-10,765	Closed	-$253K	–	208
2018 Q3	$253K	Sell	10,765 -100	-0.9%	-$2.39K	0.04%	178
2018 Q2	$252K	Buy	10,865 +80	+0.7%	+$1.81K	0.05%	163
2018 Q1	$236K	Buy	10,785 +2,005	+23%	+$47.1K	0.05%	151
2017 Q4	$216K	Sell	8,780 -250	-3%	-$6.16K	0.05%	141
2017 Q3	$224K	Buy	+9,030	New	+$225K	0.05%	128
2016 Q2	–	Sell	-9,701	Closed	-$212K	–	109
2016 Q1	$212K	Buy	+9,701	New	+$197K	0.05%	101

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

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

Empirical Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.33% in Q2 2026, selling an estimated $828 and leaving 5,766 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Empirical Wealth Management first reported a position in EMLP in Q1 2016 and has held it in 12 quarters since. The position peaked at $307K in Q3 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Empirical Wealth Management held 5,766 shares of First Trust North American Energy Infrastructure Fund worth $251K as of Q2 2026.
Empirical Wealth Management sold 19 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $828.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #934 holding.
Empirical Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2016 and has held it in 12 quarters since.
Empirical Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $307K in Q3 2025.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.