Farther Finance Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Farther Finance 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	$698K	Sell	16,050 -915	-5%	-$38.1K	0.01%	1186
2025 Q4	$642K	Buy	16,965 +919	+6%	+$35K	0.01%	1153
2025 Q3	$614K	Sell	16,046 -642	-4%	-$24.2K	0.01%	971
2025 Q2	$626K	Sell	16,688 -639	-4%	-$23.4K	0.01%	806
2025 Q1	$653K	Buy	17,327 +17,165	+10,596%	+$635K	0.02%	666
2024 Q4	$5.76K	Buy	162 +2	+1%	+$71	﹤0.01%	2606
2024 Q3	$5.39K	Buy	160 +158	+7,900%	+$5.08K	﹤0.01%	2617
2024 Q2	$61	Hold	2	–	–	﹤0.01%	3666
2024 Q1	$59	Buy	+2	New	+$56	﹤0.01%	3450

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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 $376B 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 $501B 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

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return