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

Forefront Wealth Partners’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
Q4 		– Sell
-259,434
Closed -$9.93M – 156
2025
Q3 		$9.93M Buy
+259,434
New +$9.79M 2.5% 5

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Forefront Wealth Partners's EMLP Position: Q4 2025 in Review

Forefront Wealth Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2025, closing a stake of 259,434 shares — an estimated $9.93M sold.

Forefront Wealth Partners first reported a position in EMLP in Q3 2025 and held it in 1 quarter. The position peaked at $9.93M in Q3 2025. 373 funds tracked by Wall St. Rank hold EMLP as of Q4 2025.

  • Forefront Wealth Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 259,434 First Trust North American Energy Infrastructure Fund shares in Q4 2025, an estimated $9.93M.
  • Forefront Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $9.93M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.