Hoey Investments’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Hoey Investments’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
2023 Q4	–	Sell	-349	Closed	-$9.22K	–	353
2023 Q3	$9.22K	Hold	349	–	–	﹤0.01%	216
2023 Q2	$9.42K	Hold	349	–	–	﹤0.01%	214
2023 Q1	$9.29K	Hold	349	–	–	﹤0.01%	220
2022 Q4	$9.31K	Hold	349	–	–	﹤0.01%	217
2022 Q3	$9K	Hold	349	–	–	﹤0.01%	234
2022 Q2	$9K	Hold	349	–	–	﹤0.01%	188
2022 Q1	$10K	Hold	349	–	–	﹤0.01%	166
2021 Q4	$9K	Hold	349	–	–	﹤0.01%	178
2021 Q3	$8K	Hold	349	–	–	﹤0.01%	180
2021 Q2	$9K	Hold	349	–	–	﹤0.01%	175
2021 Q1	$8K	Sell	349 -334	-49%	-$7.37K	﹤0.01%	180
2020 Q4	$14K	Buy	+683	New	+$14.2K	0.01%	132

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Hoey Investments's EMLP Position: Q4 2023 in Review

Hoey Investments sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2023, closing a stake of 349 shares — an estimated $9.22K sold.

Hoey Investments first reported a position in EMLP in Q4 2020 and held it in 12 quarters. The position peaked at $14K in Q4 2020. 283 funds tracked by Wall St. Rank hold EMLP as of Q4 2023.

Hoey Investments reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
Hoey Investments sold 349 First Trust North American Energy Infrastructure Fund shares in Q4 2023, an estimated $9.22K.
Hoey Investments first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2020 and held it in 12 quarters.
Hoey Investments's First Trust North American Energy Infrastructure Fund position peaked at $14K in Q4 2020.
283 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2023.

Based on Hoey Investments's 13F filing for Q4 2023, filed 13 Feb 2024.