Guardian Wealth Advisors (North Carolina)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024 Q4	–	Hold	0	–	–	–	517
2024 Q3	–	Sell	-903	Closed	-$29K	–	452
2024 Q2	$27.5K	Sell	903 -155	-15%	-$4.66K	﹤0.01%	329
2024 Q1	$31.3K	Buy	1,058 +155	+17%	+$4.33K	﹤0.01%	344
2023 Q4	$25K	Sell	903 -40	-4%	-$1.08K	﹤0.01%	341
2023 Q3	$24.9K	Sell	943 -57	-6%	-$1.56K	﹤0.01%	326
2023 Q2	$27K	Sell	1,000 -1,400	-58%	-$37.6K	﹤0.01%	311
2023 Q1	$63.9K	Hold	2,400	–	–	0.01%	252
2022 Q4	$64.1K	Buy	+2,400	New	+$63.8K	0.01%	245

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

AlTi Global New York $4.6B AUM 22.54% 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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

WANY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s EMLP Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q4 2024 at 0 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Guardian Wealth Advisors (North Carolina) first reported a position in EMLP in Q4 2022 and has held it in 7 quarters since. The position peaked at $64.1K in Q4 2022. 341 funds tracked by Wall St. Rank hold EMLP as of Q4 2024.

Guardian Wealth Advisors (North Carolina) held 0 shares of First Trust North American Energy Infrastructure Fund worth $16 as of Q4 2024.
Guardian Wealth Advisors (North Carolina) left its First Trust North American Energy Infrastructure Fund share count unchanged in Q4 2024.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q4 2024, its #517 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and has held it in 7 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust North American Energy Infrastructure Fund position peaked at $64.1K in Q4 2022.
341 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.