Financial Gravity Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$25K	Hold	97	–	–	0.02%	933
2019 Q3	$2K	Sell	97 -1	-1%	-$25	﹤0.01%	878
2019 Q2	$2K	Buy	+98	New	+$2.44K	﹤0.01%	888

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Financial Gravity Asset Management's EMLP Position: Q4 2019 in Review

Financial Gravity Asset Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q4 2019 at 97 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #933.

Financial Gravity Asset Management first reported a position in EMLP in Q2 2019 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold EMLP as of Q4 2019.

Financial Gravity Asset Management held 97 shares of First Trust North American Energy Infrastructure Fund worth $25K as of Q4 2019.
Financial Gravity Asset Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q4 2019.
First Trust North American Energy Infrastructure Fund made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #933 holding.
Financial Gravity Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2019 and has held it in 3 quarters since.
259 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.