HighTower Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

HighTower Advisors’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	$7.33M	Sell	167,854 -6,216	-4%	-$259K	0.01%	1016
2025 Q4	$6.59M	Buy	174,070 +1,785	+1%	+$68.1K	0.01%	1040
2025 Q3	$6.6M	Sell	172,285 -35,023	-17%	-$1.32M	0.01%	1030
2025 Q2	$7.78M	Buy	207,308 +7,686	+4%	+$281K	0.01%	906
2025 Q1	$7.48M	Sell	199,622 -14,107	-7%	-$522K	0.01%	882
2024 Q4	$7.62M	Sell	213,729 -3,961	-2%	-$140K	0.01%	870
2024 Q3	$7.32M	Sell	217,690 -3,455	-2%	-$111K	0.01%	878
2024 Q2	$6.72M	Sell	221,145 -50,853	-19%	-$1.53M	0.01%	880
2024 Q1	$8.04M	Sell	271,998 -29,083	-10%	-$811K	0.01%	775
2023 Q4	$8.35M	Sell	301,081 -7,710	-2%	-$208K	0.01%	754
2023 Q3	$8.16M	Sell	308,791 -54	-0%	-$1.48K	0.02%	738
2023 Q2	$8.36M	Sell	308,845 -17,711	-5%	-$476K	0.02%	704
2023 Q1	$8.71M	Sell	326,556 -4,083	-1%	-$110K	0.02%	669
2022 Q4	$8.82M	Sell	330,639 -9,743	-3%	-$259K	0.02%	658
2022 Q3	$8.46M	Sell	340,382 -4,491	-1%	-$122K	0.02%	625
2022 Q2	$8.88M	Sell	344,873 -1,301,151	-79%	-$35.4M	0.02%	611
2022 Q1	$45.6M	Sell	1,646,024 -1,376,937	-46%	-$35.6M	0.1%	207
2021 Q4	$75.3M	Buy	3,022,961 +49,247	+2%	+$1.22M	0.17%	134
2021 Q3	$70.4M	Buy	2,973,714 +64,142	+2%	+$1.56M	0.19%	114
2021 Q2	$71.2M	Buy	2,909,572 +127,845	+5%	+$3.1M	0.21%	108
2021 Q1	$63.4M	Sell	2,781,727 -791,829	-22%	-$17.5M	0.2%	108
2020 Q4	$74.9M	Buy	3,573,556 +3,126,422	+699%	+$65M	0.31%	70
2020 Q3	$8.5M	Sell	447,134 -3,362	-0.7%	-$67.9K	0.04%	384
2020 Q2	$8.97M	Sell	450,496 -40,975	-8%	-$826K	0.05%	347
2020 Q1	$8.73M	Sell	491,471 -5,972	-1%	-$140K	0.06%	303
2019 Q4	$12.7M	Sell	497,443 -3,620	-0.7%	-$90K	0.07%	273
2019 Q3	$12.8M	Sell	501,063 -17,512	-3%	-$443K	0.07%	282
2019 Q2	$13M	Sell	518,575 -7,842	-1%	-$195K	0.08%	272
2019 Q1	$13M	Sell	526,417 -33,872	-6%	-$803K	0.09%	247
2018 Q4	$12M	Buy	560,289 +41,630	+8%	+$955K	0.09%	228
2018 Q3	$12.2M	Sell	518,659 -60,244	-10%	-$1.44M	0.09%	251
2018 Q2	$13.4M	Sell	578,903 -477,119	-45%	-$10.8M	0.11%	210
2018 Q1	$23.1M	Sell	1,056,022 -177,431	-14%	-$4.17M	0.19%	112
2017 Q4	$30.3M	Buy	1,233,453 +691,423	+128%	+$17M	0.25%	88
2017 Q3	$13.4M	Sell	542,030 -15,715	-3%	-$391K	0.11%	187
2017 Q2	$13.7M	Buy	557,745 +5,971	+1%	+$149K	0.12%	177
2017 Q1	$14M	Buy	551,774 +13,687	+3%	+$346K	0.13%	156
2016 Q4	$13.6M	Sell	538,087 -12,370	-2%	-$305K	0.15%	146
2016 Q3	$13.9M	Sell	550,457 -48,487	-8%	-$1.21M	0.16%	133
2016 Q2	$14.8M	Sell	598,944 -23,314	-4%	-$537K	0.19%	117
2016 Q1	$13.6M	Buy	622,258 +59,020	+10%	+$1.2M	0.04%	149
2015 Q4	$11.4M	Buy	563,238 +119,651	+27%	+$2.61M	0.14%	168
2015 Q3	$9.7M	Buy	443,587 +256,202	+137%	+$6.13M	0.13%	177
2015 Q2	$4.75M	Buy	187,385 +139,763	+293%	+$3.77M	0.08%	286
2015 Q1	$1.28M	Buy	+47,622	New	+$1.31M	0.02%	723

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

HighTower Advisors's EMLP Position: Q1 2026 in Review

HighTower Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 3.6% in Q1 2026, selling an estimated $259K and leaving 167,854 shares worth $7.33M. The position accounts for 0.01% of the portfolio, ranked #1016.

HighTower Advisors first reported a position in EMLP in Q1 2015 and has held it in 45 quarters since. The position peaked at $75.3M in Q4 2021. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

HighTower Advisors held 167,854 shares of First Trust North American Energy Infrastructure Fund worth $7.33M as of Q1 2026.
HighTower Advisors sold 6,216 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $259K.
First Trust North American Energy Infrastructure Fund made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1016 holding.
HighTower Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2015 and has held it in 45 quarters since.
HighTower Advisors's First Trust North American Energy Infrastructure Fund position peaked at $75.3M in Q4 2021.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.