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HBK Sorce Advisory’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

HBK Sorce Advisory’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 		$237K Buy
+5,447
New +$238K ﹤0.01% 571

Other funds holding EMLP

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

HBK Sorce Advisory's EMLP Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026: 5,447 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings.

220 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • HBK Sorce Advisory held 5,447 shares of First Trust North American Energy Infrastructure Fund worth $237K as of Q2 2026.
  • First Trust North American Energy Infrastructure Fund was a new HBK Sorce Advisory position in Q2 2026.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #571 holding.
  • 220 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.