Focus Partners Wealth
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Focus Partners Wealth’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Focus Partners Wealth’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
2026
Q2 		$684K Buy
15,732
+62
+0.4% +$2.7K ﹤0.01% 1805
2026
Q1 		$685K Sell
15,670
-3,030
-16% -$126K ﹤0.01% 1782
2025
Q4 		$708K Buy
+18,700
New +$713K ﹤0.01% 1784
2025
Q3 		– Sell
-3,982
Closed -$1.34M – 2239
2025
Q2 		$1.34M Buy
+3,982
New +$146K ﹤0.01% 1030
2025
Q1 		– Sell
-12,943
Closed -$461K – 1946
2024
Q4 		$461K Buy
+12,943
New +$459K ﹤0.01% 1369

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Focus Partners Wealth's EMLP Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.4% in Q2 2026, buying an estimated $2.7K and bringing the position to 15,732 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Focus Partners Wealth first reported a position in EMLP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.34M in Q2 2025. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Focus Partners Wealth held 15,732 shares of First Trust North American Energy Infrastructure Fund worth $684K as of Q2 2026.
  • Focus Partners Wealth bought 62 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $2.7K.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1805 holding.
  • Focus Partners Wealth first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 5 quarters since.
  • Focus Partners Wealth's First Trust North American Energy Infrastructure Fund position peaked at $1.34M in Q2 2025.
  • 376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.