FFO
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Fiduciary Family Office’s Alerian MLP ETF AMLP Stock Holding History

Fiduciary Family Office’s Portfolio AMLP Stock Details AMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-246,071
Closed -$11.9M – 192
2024
Q4 		$11.9M Buy
+246,071
New +$11.8M 3.49% 12

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Family Office's AMLP Position: Q1 2025 in Review

Fiduciary Family Office sold out of Alerian MLP ETF (AMLP) in Q1 2025, closing a stake of 246,071 shares — an estimated $11.9M sold.

Fiduciary Family Office first reported a position in AMLP in Q4 2024 and held it in 1 quarter. The position peaked at $11.9M in Q4 2024. 737 funds tracked by Wall St. Rank hold AMLP as of Q1 2025.

  • Fiduciary Family Office reported no remaining Alerian MLP ETF position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 246,071 Alerian MLP ETF shares in Q1 2025, an estimated $11.9M.
  • Fiduciary Family Office first reported a position in Alerian MLP ETF in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's Alerian MLP ETF position peaked at $11.9M in Q4 2024.
  • 737 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.