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First Citizens Bank & Trust’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

First Citizens Bank & Trust’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
2025
Q2 		– Sell
-10,045
Closed -$377K – 618
2025
Q1 		$377K Buy
10,045
+324
+3% +$12K 0.01% 350
2024
Q4 		$347K Buy
9,721
+3,642
+60% +$129K 0.01% 364
2024
Q3 		$204K Buy
+6,079
New +$196K ﹤0.01% 448

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

First Citizens Bank & Trust's EMLP Position: Q2 2025 in Review

First Citizens Bank & Trust sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2025, closing a stake of 10,045 shares — an estimated $377K sold.

First Citizens Bank & Trust first reported a position in EMLP in Q3 2024 and held it in 3 quarters. The position peaked at $377K in Q1 2025. 370 funds tracked by Wall St. Rank hold EMLP as of Q2 2025.

  • First Citizens Bank & Trust reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 10,045 First Trust North American Energy Infrastructure Fund shares in Q2 2025, an estimated $377K.
  • First Citizens Bank & Trust first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and held it in 3 quarters.
  • First Citizens Bank & Trust's First Trust North American Energy Infrastructure Fund position peaked at $377K in Q1 2025.
  • 370 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2025.

Based on First Citizens Bank & Trust's 13F filing for Q2 2025, filed 30 Jul 2025.