ForthRight Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

ForthRight Wealth 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
2022 Q2	–	Sell	-7,446	Closed	-$206K	–	47
2022 Q1	$206K	Buy	+7,446	New	+$193K	0.11%	43
2021 Q1	–	Sell	-7,461	Closed	-$156K	–	71
2020 Q4	$156K	Buy	+7,461	New	+$155K	0.12%	35

Other funds holding EMLP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

CIA

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

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

WANY

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

ForthRight Wealth Management's EMLP Position: Q2 2022 in Review

ForthRight Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2022, closing a stake of 7,446 shares — an estimated $206K sold.

ForthRight Wealth Management first reported a position in EMLP in Q4 2020 and held it in 2 quarters. The position peaked at $206K in Q1 2022. 272 funds tracked by Wall St. Rank hold EMLP as of Q2 2022.

ForthRight Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2022 after selling out during the quarter.
ForthRight Wealth Management sold 7,446 First Trust North American Energy Infrastructure Fund shares in Q2 2022, an estimated $206K.
ForthRight Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 2 quarters.
ForthRight Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $206K in Q1 2022.
272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2022.

Based on ForthRight Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.