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

FSA 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
2025
Q3 		$1.28K Hold
33
– – ﹤0.01% 520
2025
Q2 		$1.24K Hold
33
– – ﹤0.01% 499
2025
Q1 		$1.23K Hold
33
– – ﹤0.01% 465
2024
Q4 		$1.16K Buy
33
+1
+3% +$35 ﹤0.01% 518
2024
Q3 		$1.09K Buy
+32
New +$1.03K ﹤0.01% 523
2024
Q1 		$938 Buy
32
+1
+3% +$28 ﹤0.01% 578
2023
Q4 		$1K Buy
+31
New +$835 ﹤0.01% 554

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

FSA Wealth Management's EMLP Position: Q3 2025 in Review

FSA Wealth Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q3 2025 at 33 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

FSA Wealth Management first reported a position in EMLP in Q4 2023 and has held it in 7 quarters since. 360 funds tracked by Wall St. Rank hold EMLP as of Q3 2025.

  • FSA Wealth Management held 33 shares of First Trust North American Energy Infrastructure Fund worth $1.28K as of Q3 2025.
  • FSA Wealth Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q3 2025.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #520 holding.
  • FSA Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and has held it in 7 quarters since.
  • 360 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.