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

HYA 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
2022 Q2	$245K	Buy	9,531 +71	+0.8%	+$1.93K	0.1%	129
2022 Q1	$262K	Buy	9,460 +60	+0.6%	+$1.55K	0.09%	134
2021 Q4	$235K	Buy	9,400 +70	+0.8%	+$1.73K	0.08%	139
2021 Q3	$226K	Buy	9,330 +78	+0.8%	+$1.9K	0.09%	140
2021 Q2	$226K	Buy	9,252 +463	+5%	+$11.2K	0.09%	136
2021 Q1	$200K	Buy	+8,789	New	+$194K	0.09%	138
2020 Q1	–	Sell	-8,270	Closed	-$211K	–	105
2019 Q4	$211K	Buy	+8,270	New	+$206K	0.14%	107

Other funds holding EMLP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

HYA Advisors's EMLP Position: Q2 2022 in Review

HYA Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.75% in Q2 2022, buying an estimated $1.93K and bringing the position to 9,531 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #129.

HYA Advisors first reported a position in EMLP in Q4 2019 and has held it in 7 quarters since. The position peaked at $262K in Q1 2022. 272 funds tracked by Wall St. Rank hold EMLP as of Q2 2022.

HYA Advisors held 9,531 shares of First Trust North American Energy Infrastructure Fund worth $245K as of Q2 2022.
HYA Advisors bought 71 First Trust North American Energy Infrastructure Fund shares in Q2 2022, an estimated $1.93K.
First Trust North American Energy Infrastructure Fund made up 0.1% of HYA Advisors's portfolio in Q2 2022, its #129 holding.
HYA Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and has held it in 7 quarters since.
HYA Advisors's First Trust North American Energy Infrastructure Fund position peaked at $262K in Q1 2022.
272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.