Formidable Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Formidable Asset Management’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
2020 Q1	–	Sell	-8,787	Closed	-$229K	–	235
2019 Q4	$229K	Buy	+8,787	New	+$219K	0.07%	190
2019 Q2	–	Sell	-4,952	Closed	-$560K	–	261
2019 Q1	$560K	Buy	+4,952	New	+$117K	0.22%	89

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Formidable Asset Management's EMLP Position: Q1 2020 in Review

Formidable Asset Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2020, closing a stake of 8,787 shares — an estimated $229K sold.

Formidable Asset Management first reported a position in EMLP in Q1 2019 and held it in 2 quarters. The position peaked at $560K in Q1 2019. 235 funds tracked by Wall St. Rank hold EMLP as of Q1 2020.

Formidable Asset Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
Formidable Asset Management sold 8,787 First Trust North American Energy Infrastructure Fund shares in Q1 2020, an estimated $229K.
Formidable Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 2 quarters.
Formidable Asset Management's First Trust North American Energy Infrastructure Fund position peaked at $560K in Q1 2019.
235 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2020.

Based on Formidable Asset Management's 13F filing for Q1 2020, filed 1 Jun 2020.