Investors Research Corp’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Investors Research Corp’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	$296K	Sell	6,796 -711	-9%	-$31K	0.05%	221
2026 Q1	$328K	Sell	7,507 -11,250	-60%	-$468K	0.06%	215
2025 Q4	$710K	Sell	18,757 -835	-4%	-$31.8K	0.13%	149
2025 Q3	$750K	Sell	19,592 -594	-3%	-$22.4K	0.14%	153
2025 Q2	$757K	Sell	20,186 -6,197	-23%	-$227K	0.15%	146
2025 Q1	$989K	Sell	26,383 -1,348	-5%	-$49.9K	0.21%	106
2024 Q4	$989K	Sell	27,731 -301	-1%	-$10.7K	0.22%	98
2024 Q3	$942K	Sell	28,032 -48,036	-63%	-$1.55M	0.21%	113
2024 Q2	$2.32M	Sell	76,068 -1,101	-1%	-$33.1K	0.54%	30
2024 Q1	$2.28M	Sell	77,169 -4,901	-6%	-$137K	0.53%	34
2023 Q4	$2.27M	Sell	82,070 -3,198	-4%	-$86.2K	0.55%	30
2023 Q3	$2.25M	Sell	85,268 -6,129	-7%	-$168K	0.59%	26
2023 Q2	$2.47M	Sell	91,397 -9,835	-10%	-$264K	0.62%	28
2023 Q1	$2.7M	Sell	101,232 -1,166	-1%	-$31.4K	0.7%	24
2022 Q4	$2.73M	Sell	102,398 -746	-0.7%	-$19.8K	0.74%	23
2022 Q3	$2.57M	Sell	103,144 -4,769	-4%	-$130K	0.79%	23
2022 Q2	$2.78M	Sell	107,913 -1,146	-1%	-$31.2K	0.84%	22
2022 Q1	$3.02M	Sell	109,059 -318	-0.3%	-$8.23K	0.85%	24
2021 Q4	$2.73M	Buy	109,377 +18,053	+20%	+$446K	0.83%	29
2021 Q3	$2.16M	Buy	91,324 +12,994	+17%	+$316K	0.73%	33
2021 Q2	$1.92M	Buy	78,330 +16,869	+27%	+$409K	0.66%	33
2021 Q1	$1.4M	Buy	61,461 +20,390	+50%	+$450K	0.53%	35
2020 Q4	$861K	Buy	41,071 +26,036	+173%	+$541K	0.34%	92
2020 Q3	$286K	Buy	+15,035	New	+$304K	0.14%	223

Other funds holding EMLP

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Investors Research Corp's EMLP Position: Q2 2026 in Review

Investors Research Corp reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 9.5% in Q2 2026, selling an estimated $31K and leaving 6,796 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #221.

Investors Research Corp first reported a position in EMLP in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q1 2022. 64 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Investors Research Corp held 6,796 shares of First Trust North American Energy Infrastructure Fund worth $296K as of Q2 2026.
Investors Research Corp sold 711 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $31K.
First Trust North American Energy Infrastructure Fund made up 0.05% of Investors Research Corp's portfolio in Q2 2026, its #221 holding.
Investors Research Corp first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2020 and has held it in 24 quarters since.
Investors Research Corp's First Trust North American Energy Infrastructure Fund position peaked at $3.02M in Q1 2022.
64 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.