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 Q2	$343K	Sell	7,896 -39,598	-83%	-$1.73M	0.02%	587
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 $1.89T 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

Gateway Wealth Partners's EMLP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 83% in Q2 2026, selling an estimated $1.73M and leaving 7,896 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #587.

Gateway Wealth Partners first reported a position in EMLP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Gateway Wealth Partners held 7,896 shares of First Trust North American Energy Infrastructure Fund worth $343K as of Q2 2026.
Gateway Wealth Partners sold 39,598 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.73M.
First Trust North American Energy Infrastructure Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #587 holding.
Gateway Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $2.07M in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.