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Impact Partnership Wealth’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-133
Closed -$3.93K – 343
2024
Q1 		$3.93K Hold
133
– – ﹤0.01% 519
2023
Q4 		$3.68K Hold
133
– – ﹤0.01% 611
2023
Q3 		$3.51K Hold
133
– – ﹤0.01% 744
2023
Q2 		$3.59K Buy
+133
New +$3.58K ﹤0.01% 550

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Impact Partnership Wealth's EMLP Position: Q2 2024 in Review

Impact Partnership Wealth sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2024, closing a stake of 133 shares — an estimated $3.93K sold.

Impact Partnership Wealth first reported a position in EMLP in Q2 2023 and held it in 4 quarters. The position peaked at $3.93K in Q1 2024. 301 funds tracked by Wall St. Rank hold EMLP as of Q2 2024.

  • Impact Partnership Wealth reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 133 First Trust North American Energy Infrastructure Fund shares in Q2 2024, an estimated $3.93K.
  • Impact Partnership Wealth first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's First Trust North American Energy Infrastructure Fund position peaked at $3.93K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.