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Hobart Private Capital’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Hobart Private Capital’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 		$6.69M Buy
153,868
+2,938
+2% +$128K 1.15% 31
2026
Q1 		$6.59M Sell
150,930
-22,273
-13% -$927K 1.3% 28
2025
Q4 		$6.56M Sell
173,203
-7,812
-4% -$298K 1.28% 27
2025
Q3 		$6.93M Sell
181,015
-55,259
-23% -$2.09M 1.45% 23
2025
Q2 		$8.86M Sell
236,274
-1,409
-0.6% -$51.6K 2.01% 17
2025
Q1 		$8.91M Buy
237,683
+191,191
+411% +$7.08M 2.23% 16
2024
Q4 		$1.66M Buy
46,492
+3,512
+8% +$124K 0.41% 38
2024
Q3 		$1.44M Buy
42,980
+4,346
+11% +$140K 0.37% 38
2024
Q2 		$1.18M Buy
38,634
+10,052
+35% +$302K 0.33% 40
2024
Q1 		$844K Sell
28,582
-3,019
-10% -$84.2K 0.26% 42
2023
Q4 		$875K Buy
+31,601
New +$851K 0.29% 37
2019
Q2 		– Sell
-16,061
Closed -$397K – 153
2019
Q1 		$397K Buy
16,061
+6,329
+65% +$150K 0.3% 85
2018
Q4 		$209K Buy
+9,732
New +$223K 0.18% 138
2018
Q2 		– Sell
-18,027
Closed -$395K – 134
2018
Q1 		$395K Buy
+18,027
New +$423K 0.35% 83

Other funds holding EMLP

BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return