First United Bank & Trust’s Alerian MLP ETF AMLP Stock Holding History

First United Bank & Trust’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
2026 Q3	$43.3K	Hold	834	–	–	0.01%	244
2026 Q2	$43.2K	Hold	834	–	–	0.01%	256
2026 Q1	$43.9K	Hold	834	–	–	0.01%	238
2025 Q4	$39.2K	Hold	834	–	–	0.01%	246
2025 Q3	$39.1K	Hold	834	–	–	0.01%	250
2025 Q2	$40.7K	Hold	834	–	–	0.01%	241
2025 Q1	$43.3K	Hold	834	–	–	0.02%	240
2024 Q4	$40.2K	Hold	834	–	–	0.01%	240
2024 Q3	$39.3K	Hold	834	–	–	0.01%	241
2024 Q2	$40K	Hold	834	–	–	0.01%	242
2024 Q1	$39.6K	Hold	834	–	–	0.01%	257
2023 Q4	$35.5K	Buy	+834	New	+$35.4K	0.01%	260

Other funds holding AMLP

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

First United Bank & Trust's AMLP Position: Q3 2026 in Review

First United Bank & Trust held its Alerian MLP ETF (AMLP) position steady in Q3 2026 at 834 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #244.

First United Bank & Trust first reported a position in AMLP in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.9K in Q1 2026. 363 funds tracked by Wall St. Rank hold AMLP as of Q3 2026.

First United Bank & Trust held 834 shares of Alerian MLP ETF worth $43.3K as of Q3 2026.
First United Bank & Trust left its Alerian MLP ETF share count unchanged in Q3 2026.
Alerian MLP ETF made up 0.01% of First United Bank & Trust's portfolio in Q3 2026, its #244 holding.
First United Bank & Trust first reported a position in Alerian MLP ETF in Q4 2023 and has held it in 12 quarters since.
First United Bank & Trust's Alerian MLP ETF position peaked at $43.9K in Q1 2026.
363 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2026.

Based on First United Bank & Trust's 13F filing for Q3 2026, filed 22 Oct 2026.