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EP Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

EP Wealth Advisors’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
Q1 		$236K Buy
+5,404
New +$225K ﹤0.01% 1312
2025
Q2 		$189K Buy
+5,041
New +$184K ﹤0.01% 1267

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

EP Wealth Advisors's EMLP Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026: 5,404 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1312 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in EMLP as recently as Q2 2025.

EP Wealth Advisors first reported a position in EMLP in Q2 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • EP Wealth Advisors held 5,404 shares of First Trust North American Energy Infrastructure Fund worth $236K as of Q1 2026.
  • First Trust North American Energy Infrastructure Fund was a new EP Wealth Advisors position in Q1 2026.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1312 holding.
  • EP Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.