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

Gilpin 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 Q3	$79.2K	Hold	1,931	–	–	0.05%	207
2026 Q2	$84K	Sell	1,931 -257	-12%	-$11.2K	0.06%	192
2026 Q1	$95.5K	Sell	2,188 -215	-9%	-$8.95K	0.08%	171
2025 Q4	$91K	Buy	+2,403	New	+$91.6K	0.07%	161

Other funds holding EMLP

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Gilpin Wealth Management's EMLP Position: Q3 2026 in Review

Gilpin Wealth Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q3 2026 at 1,931 shares worth $79.2K. The position accounts for 0.05% of the portfolio, ranked #207.

Gilpin Wealth Management first reported a position in EMLP in Q4 2025 and has held it in 4 quarters since. The position peaked at $95.5K in Q1 2026. 42 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Gilpin Wealth Management held 1,931 shares of First Trust North American Energy Infrastructure Fund worth $79.2K as of Q3 2026.
Gilpin Wealth Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q3 2026.
First Trust North American Energy Infrastructure Fund made up 0.05% of Gilpin Wealth Management's portfolio in Q3 2026, its #207 holding.
Gilpin Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and has held it in 4 quarters since.
Gilpin Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $95.5K in Q1 2026.
42 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.