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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
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

LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
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
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Keystone Financial Group (Georgia)'s EMLP Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.78% in Q2 2026, buying an estimated $27.9K and bringing the position to 82,314 shares worth $3.58M. The position accounts for 1.88% of the portfolio, ranked #14.

Keystone Financial Group (Georgia) first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Keystone Financial Group (Georgia) held 82,314 shares of First Trust North American Energy Infrastructure Fund worth $3.58M as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 640 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $27.9K.
  • First Trust North American Energy Infrastructure Fund made up 1.88% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #14 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 7 quarters since.
  • 104 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.