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Fulcrum Equity Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Fulcrum Equity 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 		– Sell
-25,819
Closed -$968K – 103
2025
Q2 		$968K Sell
25,819
-3,310
-11% -$121K 0.99% 22
2025
Q1 		$1.09M Sell
29,129
-6,152
-17% -$228K 1.19% 20
2024
Q4 		$1.26M Buy
35,281
+294
+0.8% +$10.4K 1.24% 19
2024
Q3 		$1.18M Buy
+34,987
New +$1.13M 0.99% 26

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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Fulcrum Equity Management's EMLP Position: Q3 2025 in Review

Fulcrum Equity Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2025, closing a stake of 25,819 shares — an estimated $968K sold.

Fulcrum Equity Management first reported a position in EMLP in Q3 2024 and held it in 4 quarters. The position peaked at $1.26M in Q4 2024. 360 funds tracked by Wall St. Rank hold EMLP as of Q3 2025.

  • Fulcrum Equity Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 25,819 First Trust North American Energy Infrastructure Fund shares in Q3 2025, an estimated $968K.
  • Fulcrum Equity Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and held it in 4 quarters.
  • Fulcrum Equity Management's First Trust North American Energy Infrastructure Fund position peaked at $1.26M in Q4 2024.
  • 360 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2025.

Based on Fulcrum Equity Management's 13F filing for Q3 2025, filed 6 Jan 2026.