Hexagon Capital Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-15	Closed	-$562	–	547
2025 Q1	$562	Hold	15	–	–	﹤0.01%	1633
2024 Q4	$535	Hold	15	–	–	﹤0.01%	1679
2024 Q3	$504	Hold	15	–	–	﹤0.01%	1413
2024 Q2	$457	Hold	15	–	–	﹤0.01%	1335
2024 Q1	$443	Hold	15	–	–	﹤0.01%	1348
2023 Q4	$416	Hold	15	–	–	﹤0.01%	1313
2023 Q3	$396	Hold	15	–	–	﹤0.01%	1298
2023 Q2	$405	Hold	15	–	–	﹤0.01%	1293
2023 Q1	$399	Hold	15	–	–	﹤0.01%	1294
2022 Q4	$400	Hold	15	–	–	﹤0.01%	1320
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1329
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1192
2022 Q1	$0	Hold	15	–	–	﹤0.01%	935
2021 Q4	$0	Hold	15	–	–	﹤0.01%	857
2021 Q3	$0	Hold	15	–	–	﹤0.01%	859
2021 Q2	$0	Hold	15	–	–	﹤0.01%	822
2021 Q1	$0	Hold	15	–	–	﹤0.01%	749
2020 Q4	$0	Hold	15	–	–	﹤0.01%	722
2020 Q3	$0	Buy	+15	New	+$303	﹤0.01%	694

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Hexagon Capital Partners's EMLP Position: Q2 2025 in Review

Hexagon Capital Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2025, closing a stake of 15 shares — an estimated $562 sold.

Hexagon Capital Partners first reported a position in EMLP in Q3 2020 and held it in 19 quarters. The position peaked at $562 in Q1 2025. 370 funds tracked by Wall St. Rank hold EMLP as of Q2 2025.

Hexagon Capital Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 15 First Trust North American Energy Infrastructure Fund shares in Q2 2025, an estimated $562.
Hexagon Capital Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2020 and held it in 19 quarters.
Hexagon Capital Partners's First Trust North American Energy Infrastructure Fund position peaked at $562 in Q1 2025.
370 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.