FourThought Financial Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

FourThought Financial 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
2026 Q2	$869K	Sell	19,968 -1,897	-9%	-$82.7K	0.07%	154
2026 Q1	$955K	Sell	21,865 -456	-2%	-$19K	0.08%	142
2025 Q4	$845K	Sell	22,321 -4,015	-15%	-$153K	0.07%	158
2025 Q3	$1.01M	Sell	26,336 -7,331	-22%	-$277K	0.09%	137
2025 Q2	$1.26M	Sell	33,667 -99,061	-75%	-$3.62M	0.12%	119
2025 Q1	$4.98M	Sell	132,728 -6,807	-5%	-$252K	0.52%	54
2024 Q4	$4.97M	Sell	139,535 -4,116	-3%	-$146K	0.52%	55
2024 Q3	$4.83M	Sell	143,651 -34,346	-19%	-$1.1M	0.57%	57
2024 Q2	$5.42M	Buy	177,997 +3,066	+2%	+$92.1K	0.7%	47
2024 Q1	$5.17M	Buy	174,931 +17,201	+11%	+$480K	0.59%	52
2023 Q4	$4.37M	Sell	157,730 -363	-0.2%	-$9.78K	0.55%	53
2023 Q3	$4.18M	Buy	158,093 +6,484	+4%	+$178K	0.58%	49
2023 Q2	$4.09M	Buy	151,609 +1,565	+1%	+$42.1K	0.54%	54
2023 Q1	$4M	Buy	150,044 +257	+0.2%	+$6.91K	0.55%	53
2022 Q4	$4M	Buy	+149,787	New	+$3.98M	0.58%	45

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

FourThought Financial Partners's EMLP Position: Q2 2026 in Review

FourThought Financial Partners reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 8.7% in Q2 2026, selling an estimated $82.7K and leaving 19,968 shares worth $869K. The position accounts for 0.07% of the portfolio, ranked #154.

FourThought Financial Partners first reported a position in EMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.42M in Q2 2024. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

FourThought Financial Partners held 19,968 shares of First Trust North American Energy Infrastructure Fund worth $869K as of Q2 2026.
FourThought Financial Partners sold 1,897 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $82.7K.
First Trust North American Energy Infrastructure Fund made up 0.07% of FourThought Financial Partners's portfolio in Q2 2026, its #154 holding.
FourThought Financial Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and has held it in 15 quarters since.
FourThought Financial Partners's First Trust North American Energy Infrastructure Fund position peaked at $5.42M in Q2 2024.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.