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Global Retirement Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Global Retirement 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 		$667K Buy
+15,328
New +$668K 0.01% 906
2025
Q4 		$627K Sell
16,552
-401
-2% -$15.3K 0.01% 841
2025
Q3 		$649K Buy
16,953
+106
+0.6% +$4K 0.01% 680
2025
Q2 		$632K Buy
+16,847
New +$616K 0.02% 645
2024
Q4 		$30.6K Hold
859
– – ﹤0.01% 1852
2024
Q3 		$28.9K Sell
859
-266
-24% -$8.56K ﹤0.01% 1815
2024
Q2 		$34.3K Hold
1,125
– – ﹤0.01% 1730
2024
Q1 		$33.2K Hold
1,125
– – ﹤0.01% 1593
2023
Q4 		$30.8K Hold
1,125
– – ﹤0.01% 1554
2023
Q3 		$28.6K Buy
1,125
+266
+31% +$7.3K ﹤0.01% 1512
2023
Q2 		$23.2K Sell
859
-225
-21% -$6.05K ﹤0.01% 1619
2023
Q1 		$28.7K Buy
1,084
+105
+11% +$2.82K ﹤0.01% 1490
2022
Q4 		$26.1K Buy
979
+309
+46% +$8.21K ﹤0.01% 1373
2022
Q3 		$18K Sell
670
-135
-17% -$3.67K ﹤0.01% 1434
2022
Q2 		$21K Buy
805
+121
+18% +$3.29K ﹤0.01% 1339
2022
Q1 		$19K Buy
+684
New +$17.7K ﹤0.01% 1362
2021
Q4 		– Sell
-559
Closed -$13K – 649
2021
Q3 		$13K Hold
559
– – ﹤0.01% 1332
2021
Q2 		$14K Hold
559
– – ﹤0.01% 1292
2021
Q1 		$13K Hold
559
– – ﹤0.01% 1220
2020
Q4 		$12K Buy
+559
New +$11.6K ﹤0.01% 1199
2020
Q3 		– Sell
-4,600
Closed -$92K – 1644
2020
Q2 		$92K Sell
4,600
-2,000
-30% -$40.3K 0.01% 506
2020
Q1 		$117K Buy
6,600
+89
+1% +$2.08K 0.02% 406
2019
Q4 		$166K Buy
6,511
+6,203
+2,014% +$154K 0.03% 404
2019
Q3 		$8K Buy
308
+3
+1% +$76 ﹤0.01% 1163
2019
Q2 		$8K Buy
+305
New +$7.58K ﹤0.01% 1160

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

Global Retirement Partners's EMLP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026: 15,328 shares worth $667K. The stake represents 0.01% of the portfolio and ranks #906 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EMLP as recently as Q4 2025.

Global Retirement Partners first reported a position in EMLP in Q2 2019 and has held it in 25 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Global Retirement Partners held 15,328 shares of First Trust North American Energy Infrastructure Fund worth $667K as of Q2 2026.
  • First Trust North American Energy Infrastructure Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust North American Energy Infrastructure Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #906 holding.
  • Global Retirement Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2019 and has held it in 25 quarters since.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.