First Trust Advisors
EMO

First Trust Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History

First Trust Advisors’s Portfolio EMO Stock Details EMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,854
Closed -$856K – 2614
2025
Q2 		$856K Buy
17,854
+269
+2% +$12.3K ﹤0.01% 2111
2025
Q1 		$873K Buy
17,585
+12,840
+271% +$629K ﹤0.01% 2089
2024
Q4 		$221K Buy
+4,745
New +$217K ﹤0.01% 2457

Other funds holding EMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

First Trust Advisors's EMO Position: Q3 2025 in Review

First Trust Advisors sold out of ClearBridge Energy Midstream Opportunity Fund (EMO) in Q3 2025, closing a stake of 17,854 shares — an estimated $856K sold.

First Trust Advisors first reported a position in EMO in Q4 2024 and held it in 3 quarters. The position peaked at $873K in Q1 2025. 112 funds tracked by Wall St. Rank hold EMO as of Q3 2025.

  • First Trust Advisors reported no remaining ClearBridge Energy Midstream Opportunity Fund position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 17,854 ClearBridge Energy Midstream Opportunity Fund shares in Q3 2025, an estimated $856K.
  • First Trust Advisors first reported a position in ClearBridge Energy Midstream Opportunity Fund in Q4 2024 and held it in 3 quarters.
  • First Trust Advisors's ClearBridge Energy Midstream Opportunity Fund position peaked at $873K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held ClearBridge Energy Midstream Opportunity Fund as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.