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 Q2	$691K	Sell	15,889 -161	-1%	-$7.02K	0.01%	1328
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 $1.89T AUM 35.08% 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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Farther Finance Advisors's EMLP Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 1% in Q2 2026, selling an estimated $7.02K and leaving 15,889 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #1328.

Farther Finance Advisors first reported a position in EMLP in Q1 2024 and has held it in 10 quarters since. The position peaked at $698K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Farther Finance Advisors held 15,889 shares of First Trust North American Energy Infrastructure Fund worth $691K as of Q2 2026.
Farther Finance Advisors sold 161 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $7.02K.
First Trust North American Energy Infrastructure Fund made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1328 holding.
Farther Finance Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2024 and has held it in 10 quarters since.
Farther Finance Advisors's First Trust North American Energy Infrastructure Fund position peaked at $698K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.