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

EverSource 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
2023
Q1 		– Sell
-60
Closed -$1.6K – 2423
2022
Q4 		$1.6K Buy
+60
New +$1.59K ﹤0.01% 1979

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TA
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PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

EverSource Wealth Advisors's EMLP Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2023, closing a stake of 60 shares — an estimated $1.6K sold.

EverSource Wealth Advisors first reported a position in EMLP in Q4 2022 and held it in 1 quarter. The position peaked at $1.6K in Q4 2022. 285 funds tracked by Wall St. Rank hold EMLP as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 60 First Trust North American Energy Infrastructure Fund shares in Q1 2023, an estimated $1.6K.
  • EverSource Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $1.6K in Q4 2022.
  • 285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.