GM Advisory Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

GM Advisory Group’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	$614K	Buy	14,064 +4,680	+50%	+$195K	0.02%	208
2025 Q4	$355K	Buy	9,384 +585	+7%	+$22.3K	0.01%	258
2025 Q3	$337K	Buy	8,799 +2,320	+36%	+$87.6K	0.01%	240
2025 Q2	$243K	Buy	+6,479	New	+$237K	0.01%	262

Other funds holding EMLP

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

CIA

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

CAM

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return

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

WANY

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

CPO

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

GM Advisory Group's EMLP Position: Q1 2026 in Review

GM Advisory Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 50% in Q1 2026, buying an estimated $195K and bringing the position to 14,064 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #208.

GM Advisory Group first reported a position in EMLP in Q2 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

GM Advisory Group held 14,064 shares of First Trust North American Energy Infrastructure Fund worth $614K as of Q1 2026.
GM Advisory Group bought 4,680 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $195K.
First Trust North American Energy Infrastructure Fund made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #208 holding.
GM Advisory Group first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 4 quarters since.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.