Envestnet Portfolio Solutions’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Envestnet Portfolio Solutions’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	-18,121	Closed	-$791K	–	1390
2026 Q1	$791K	Sell	18,121 -510	-3%	-$21.2K	﹤0.01%	717
2025 Q4	$706K	Sell	18,631 -135	-0.7%	-$5.15K	﹤0.01%	906
2025 Q3	$719K	Sell	18,766 -3,568	-16%	-$135K	﹤0.01%	875
2025 Q2	$838K	Sell	22,334 -11,847	-35%	-$433K	﹤0.01%	866
2025 Q1	$1.28M	Sell	34,181 -2,035	-6%	-$75.3K	﹤0.01%	727
2024 Q4	$1.29M	Buy	36,216 +641	+2%	+$22.7K	﹤0.01%	825
2024 Q3	$1.2M	Buy	35,575 +44	+0.1%	+$1.42K	﹤0.01%	832
2024 Q2	$1.08M	Sell	35,531 -1,667	-4%	-$50.1K	﹤0.01%	837
2024 Q1	$1.1M	Sell	37,198 -2,996	-7%	-$83.6K	﹤0.01%	817
2023 Q4	$1.11M	Sell	40,194 -10,422	-21%	-$281K	﹤0.01%	768
2023 Q3	$1.34M	Buy	+50,616	New	+$1.39M	0.01%	670

Other funds holding EMLP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Cerity Partners OCIO New York $1.89B AUM 17.33% 1-Year Est. Return

Envestnet Portfolio Solutions's EMLP Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 18,121 shares — an estimated $791K sold.

Envestnet Portfolio Solutions first reported a position in EMLP in Q3 2023 and held it in 11 quarters. The position peaked at $1.34M in Q3 2023. 378 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 18,121 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $791K.
Envestnet Portfolio Solutions first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2023 and held it in 11 quarters.
Envestnet Portfolio Solutions's First Trust North American Energy Infrastructure Fund position peaked at $1.34M in Q3 2023.
378 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.