Founders Financial Alliance’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Founders Financial Alliance’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 Q1	$239K	Sell	5,469 -252	-4%	-$10.5K	0.04%	353
2025 Q4	$217K	Buy	5,721 +27	+0.5%	+$1.03K	0.04%	338
2025 Q3	$218K	Buy	5,694 +69	+1%	+$2.6K	0.04%	360
2025 Q2	$211K	Buy	5,625 +57	+1%	+$2.09K	0.05%	306
2025 Q1	$209K	Buy	5,568 +126	+2%	+$4.66K	0.05%	333
2024 Q4	$194K	Buy	5,442 +25	+0.5%	+$886	0.05%	281
2024 Q3	$182K	Buy	+5,417	New	+$174K	0.05%	293
2020 Q4	–	Sell	-542	Closed	-$10K	–	668
2020 Q3	$10K	Buy	+542	New	+$10.9K	0.01%	763

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return