IFG Advisory’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

IFG Advisory’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	$448K	Buy	+10,303	New	+$449K	0.02%	643
2026 Q1	–	Sell	-10,298	Closed	-$390K	–	473
2025 Q4	$390K	Buy	10,298 +3	+0%	+$114	0.02%	565
2025 Q3	$394K	Buy	10,295 +37	+0.4%	+$1.4K	0.02%	557
2025 Q2	$385K	Buy	10,258 +18	+0.2%	+$659	0.02%	531
2025 Q1	$384K	Buy	10,240 +259	+3%	+$9.58K	0.02%	497
2024 Q4	$356K	Sell	9,981 -1,514	-13%	-$53.6K	0.02%	496
2024 Q3	$386K	Buy	11,495 +14	+0.1%	+$450	0.02%	346
2024 Q2	$350K	Buy	+11,481	New	+$345K	0.02%	475
2024 Q1	–	Sell	-12,903	Closed	-$357K	–	426
2023 Q4	$357K	Sell	12,903 -632	-5%	-$17K	0.03%	438
2023 Q3	$358K	Buy	13,535 +62	+0.5%	+$1.7K	0.03%	401
2023 Q2	$364K	Sell	13,473 -4,572	-25%	-$123K	0.03%	286
2023 Q1	$481K	Sell	18,045 -1,103	-6%	-$29.7K	0.04%	328
2022 Q4	$511K	Buy	19,148 +600	+3%	+$15.9K	0.05%	304
2022 Q3	$461K	Buy	+18,548	New	+$504K	0.04%	328

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

IFG Advisory's EMLP Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026: 10,303 shares worth $448K. The stake represents 0.02% of the portfolio and ranks #643 among its holdings. This is a return to the name: IFG Advisory previously reported a position in EMLP as recently as Q4 2025.

IFG Advisory first reported a position in EMLP in Q3 2022 and has held it in 14 quarters since. The position peaked at $511K in Q4 2022. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

IFG Advisory held 10,303 shares of First Trust North American Energy Infrastructure Fund worth $448K as of Q2 2026.
First Trust North American Energy Infrastructure Fund was a new IFG Advisory position in Q2 2026.
First Trust North American Energy Infrastructure Fund made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #643 holding.
IFG Advisory first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2022 and has held it in 14 quarters since.
IFG Advisory's First Trust North American Energy Infrastructure Fund position peaked at $511K in Q4 2022.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.