Greenwood Capital Associates’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Greenwood Capital Associates’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	$982K	Buy	22,584 +9,791	+77%	+$427K	0.1%	162
2026 Q1	$559K	Buy	12,793 +2,945	+30%	+$123K	0.06%	181
2025 Q4	$373K	Buy	9,848 +2,313	+31%	+$88.2K	0.04%	224
2025 Q3	$289K	Buy	+7,535	New	+$284K	0.03%	239

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

Greenwood Capital Associates's EMLP Position: Q2 2026 in Review

Greenwood Capital Associates increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 77% in Q2 2026, buying an estimated $427K and bringing the position to 22,584 shares worth $982K. The position accounts for 0.1% of the portfolio, ranked #162.

Greenwood Capital Associates first reported a position in EMLP in Q3 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Greenwood Capital Associates held 22,584 shares of First Trust North American Energy Infrastructure Fund worth $982K as of Q2 2026.
Greenwood Capital Associates bought 9,791 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $427K.
First Trust North American Energy Infrastructure Fund made up 0.1% of Greenwood Capital Associates's portfolio in Q2 2026, its #162 holding.
Greenwood Capital Associates first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2025 and has held it in 4 quarters since.
376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.