Gateway Wealth Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Gateway Wealth 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 Q1	$2.07M	Buy	47,494 +26,295	+124%	+$1.09M	0.08%	247
2025 Q4	$803K	Buy	21,199 +194	+0.9%	+$7.4K	0.09%	211
2025 Q3	$804K	Sell	21,005 -1,300	-6%	-$49.1K	0.11%	188
2025 Q2	$837K	Buy	22,305 +3,105	+16%	+$114K	0.16%	145
2025 Q1	$720K	Buy	19,200 +1,589	+9%	+$58.8K	0.16%	139
2024 Q4	$628K	Buy	17,611 +1,170	+7%	+$41.4K	0.16%	140
2024 Q3	$552K	Buy	16,441 +849	+5%	+$27.3K	0.15%	145
2024 Q2	$475K	Buy	+15,592	New	+$468K	0.14%	150

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return