Keystone Financial Group (Georgia)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Keystone Financial Group (Georgia)’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 Q3	$1.39M	Sell	33,911 -48,403	-59%	-$2.12M	0.74%	20
2026 Q2	$3.58M	Buy	82,314 +640	+0.8%	+$27.9K	1.88%	14
2026 Q1	$3.57M	Sell	81,674 -808	-1%	-$33.6K	1.85%	16
2025 Q4	$3.12M	Buy	82,482 +2,536	+3%	+$96.7K	1.64%	16
2025 Q3	$3.06M	Buy	79,946 +2,488	+3%	+$93.9K	1.73%	16
2025 Q2	$2.92M	Buy	77,458 +13,694	+21%	+$501K	1.86%	14
2025 Q1	$2.3M	Buy	63,764 +94	+0.1%	+$3.48K	1.62%	17
2024 Q4	$2.27M	Buy	+63,670	New	+$2.26M	1.84%	13

Other funds holding EMLP

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Keystone Financial Group (Georgia)'s EMLP Position: Q3 2026 in Review

Keystone Financial Group (Georgia) reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 59% in Q3 2026, selling an estimated $2.12M and leaving 33,911 shares worth $1.39M. The position accounts for 0.74% of the portfolio, ranked #20.

Keystone Financial Group (Georgia) first reported a position in EMLP in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.58M in Q2 2026. 243 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Keystone Financial Group (Georgia) held 33,911 shares of First Trust North American Energy Infrastructure Fund worth $1.39M as of Q3 2026.
Keystone Financial Group (Georgia) sold 48,403 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $2.12M.
First Trust North American Energy Infrastructure Fund made up 0.74% of Keystone Financial Group (Georgia)'s portfolio in Q3 2026, its #20 holding.
Keystone Financial Group (Georgia) first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 8 quarters since.
Keystone Financial Group (Georgia)'s First Trust North American Energy Infrastructure Fund position peaked at $3.58M in Q2 2026.
243 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.