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

FSB Premier 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
2026
Q2 		$228K Buy
5,240
+10
+0.2% +$436 0.06% 242
2026
Q1 		$228K Sell
5,230
-571
-10% -$23.8K 0.07% 233
2025
Q4 		$220K Sell
5,801
-40
-0.7% -$1.53K 0.07% 226
2025
Q3 		$224K Buy
+5,841
New +$220K 0.07% 214
2024
Q1 		– Sell
-7,914
Closed -$219K – 184
2023
Q4 		$219K Buy
7,914
+16
+0.2% +$431 0.11% 160
2023
Q3 		$209K Buy
+7,898
New +$217K 0.12% 152

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
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

FSB Premier Wealth Management's EMLP Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.19% in Q2 2026, buying an estimated $436 and bringing the position to 5,240 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #242.

FSB Premier Wealth Management first reported a position in EMLP in Q3 2023 and has held it in 6 quarters since. The position peaked at $228K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • FSB Premier Wealth Management held 5,240 shares of First Trust North American Energy Infrastructure Fund worth $228K as of Q2 2026.
  • FSB Premier Wealth Management bought 10 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $436.
  • First Trust North American Energy Infrastructure Fund made up 0.06% of FSB Premier Wealth Management's portfolio in Q2 2026, its #242 holding.
  • FSB Premier Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2023 and has held it in 6 quarters since.
  • FSB Premier Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $228K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.