Investor's Fiduciary Advisor Network’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Investor's Fiduciary Advisor Network’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	$589K	Sell	13,543 -224	-2%	-$9.77K	0.2%	109
2026 Q1	$601K	Sell	13,767 -289	-2%	-$12K	0.18%	138
2025 Q4	$532K	Sell	14,056 -148	-1%	-$5.64K	0.11%	165
2025 Q3	$543K	Sell	14,204 -506	-3%	-$19.1K	0.18%	130
2025 Q2	$551K	Buy	14,710 +492	+3%	+$18K	0.2%	122
2025 Q1	$533K	Sell	14,218 -897	-6%	-$33.2K	0.25%	100
2024 Q4	$538K	Buy	+15,115	New	+$535K	0.21%	118

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

Investor's Fiduciary Advisor Network's EMLP Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 1.6% in Q2 2026, selling an estimated $9.77K and leaving 13,543 shares worth $589K. The position accounts for 0.2% of the portfolio, ranked #109.

Investor's Fiduciary Advisor Network first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $601K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Investor's Fiduciary Advisor Network held 13,543 shares of First Trust North American Energy Infrastructure Fund worth $589K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 224 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $9.77K.
First Trust North American Energy Infrastructure Fund made up 0.2% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #109 holding.
Investor's Fiduciary Advisor Network first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's First Trust North American Energy Infrastructure Fund position peaked at $601K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.