Financial Engines Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Financial Engines 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	-10,491	Closed	-$280K	–	295
2022 Q4	$280K	Sell	10,491 -490	-4%	-$13K	﹤0.01%	256
2022 Q3	$273K	Hold	10,981	–	–	﹤0.01%	250
2022 Q2	$282K	Hold	10,981	–	–	﹤0.01%	260
2022 Q1	$304K	Sell	10,981 -1,383	-11%	-$35.8K	﹤0.01%	254
2021 Q4	$309K	Hold	12,364	–	–	﹤0.01%	212
2021 Q3	$292K	Buy	+12,364	New	+$301K	﹤0.01%	218

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Financial Engines Advisors's EMLP Position: Q1 2023 in Review

Financial Engines Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2023, closing a stake of 10,491 shares — an estimated $280K sold.

Financial Engines Advisors first reported a position in EMLP in Q3 2021 and held it in 6 quarters. The position peaked at $309K in Q4 2021. 285 funds tracked by Wall St. Rank hold EMLP as of Q1 2023.

Financial Engines Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2023 after selling out during the quarter.
Financial Engines Advisors sold 10,491 First Trust North American Energy Infrastructure Fund shares in Q1 2023, an estimated $280K.
Financial Engines Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2021 and held it in 6 quarters.
Financial Engines Advisors's First Trust North American Energy Infrastructure Fund position peaked at $309K in Q4 2021.
285 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2023.

Based on Financial Engines Advisors's 13F filing for Q1 2023, filed 12 May 2023.