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 Q2	$205K	Sell	4,724 -745	-14%	-$32.5K	0.03%	429
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 $1.89T 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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Founders Financial Alliance's EMLP Position: Q2 2026 in Review

Founders Financial Alliance reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 14% in Q2 2026, selling an estimated $32.5K and leaving 4,724 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #429.

Founders Financial Alliance first reported a position in EMLP in Q3 2020 and has held it in 9 quarters since. The position peaked at $239K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Founders Financial Alliance held 4,724 shares of First Trust North American Energy Infrastructure Fund worth $205K as of Q2 2026.
Founders Financial Alliance sold 745 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $32.5K.
First Trust North American Energy Infrastructure Fund made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #429 holding.
Founders Financial Alliance first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2020 and has held it in 9 quarters since.
Founders Financial Alliance's First Trust North American Energy Infrastructure Fund position peaked at $239K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.