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

Evelyn Partners Investment 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 Q1	$41.7K	Hold	955	–	–	﹤0.01%	287
2025 Q4	$36.2K	Hold	955	–	–	﹤0.01%	302
2025 Q3	$36.6K	Hold	955	–	–	﹤0.01%	297
2025 Q2	$35.8K	Hold	955	–	–	﹤0.01%	302
2025 Q1	$35.8K	Hold	955	–	–	﹤0.01%	302
2024 Q4	$34K	Buy	+955	New	+$33.8K	﹤0.01%	297

Other funds holding EMLP

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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's EMLP Position: Q1 2026 in Review

Evelyn Partners Investment Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q1 2026 at 955 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Evelyn Partners Investment Management 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 held 955 shares of First Trust North American Energy Infrastructure Fund worth $41.7K as of Q1 2026.
Evelyn Partners Investment Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q1 2026.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #287 holding.
Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.