Householder Group Estate & Retirement Specialist’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Householder Group Estate & Retirement Specialist’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	-139	Closed	-$3.67K	–	1187
2023 Q3	$3.67K	Buy	+139	New	+$3.81K	﹤0.01%	984
2023 Q1	$12K	Buy	+464	New	+$12.5K	﹤0.01%	754
2022 Q4	–	Sell	-458	Closed	-$11K	–	526
2022 Q3	$11K	Buy	+458	New	+$12.5K	﹤0.01%	701

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

Householder Group Estate & Retirement Specialist's EMLP Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2023, closing a stake of 139 shares — an estimated $3.67K sold.

Householder Group Estate & Retirement Specialist first reported a position in EMLP in Q3 2022 and held it in 3 quarters. The position peaked at $12K in Q1 2023. 283 funds tracked by Wall St. Rank hold EMLP as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 139 First Trust North American Energy Infrastructure Fund shares in Q4 2023, an estimated $3.67K.
Householder Group Estate & Retirement Specialist first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's First Trust North American Energy Infrastructure Fund position peaked at $12K in Q1 2023.
283 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.