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Evelyn Partners Investment Management (Europe)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$628K Hold
14,391
– – 0.22% 53
2025
Q4 		$545K Buy
14,391
+720
+5% +$27.5K 0.18% 61
2025
Q3 		$523K Sell
13,671
-580
-4% -$21.9K 0.18% 58
2025
Q2 		$535K Hold
14,251
– – 0.19% 62
2025
Q1 		$534K Sell
14,251
-2,720
-16% -$101K 0.2% 60
2024
Q4 		$605K Buy
+16,971
New +$601K 0.22% 57

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CAM
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AG
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Evelyn Partners Investment Management (Europe)'s EMLP Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q1 2026 at 14,391 shares worth $628K. The position accounts for 0.22% of the portfolio, ranked #53.

Evelyn Partners Investment Management (Europe) first reported a position in EMLP in Q4 2024 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 14,391 shares of First Trust North American Energy Infrastructure Fund worth $628K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its First Trust North American Energy Infrastructure Fund share count unchanged in Q1 2026.
  • First Trust North American Energy Infrastructure Fund made up 0.22% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #53 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 6 quarters since.
  • 387 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.