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Kingsview Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Kingsview Wealth Management’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 		$2.29M Sell
52,593
-43,435
-45% -$1.89M 0.03% 528
2026
Q1 		$4.19M Buy
96,028
+4,273
+5% +$178K 0.06% 339
2025
Q4 		$3.47M Buy
91,755
+6,441
+8% +$246K 0.05% 355
2025
Q3 		$3.27M Buy
85,314
+3,957
+5% +$149K 0.05% 361
2025
Q2 		$3.05M Buy
81,357
+4,443
+6% +$163K 0.05% 342
2025
Q1 		$2.88M Buy
76,914
+5,127
+7% +$190K 0.05% 305
2024
Q4 		$2.56M Buy
71,787
+4,356
+6% +$154K 0.05% 327
2024
Q3 		$2.27M Buy
67,431
+1,523
+2% +$49K 0.05% 345
2024
Q2 		$2.01M Buy
65,908
+3,316
+5% +$99.6K 0.05% 346
2024
Q1 		$1.85M Buy
62,592
+1,877
+3% +$52.4K 0.05% 359
2023
Q4 		$1.68M Sell
60,715
-3,609
-6% -$97.2K 0.05% 319
2023
Q3 		$1.7M Sell
64,324
-294
-0.5% -$8.07K 0.06% 316
2023
Q2 		$1.74M Buy
64,618
+2,506
+4% +$67.4K 0.07% 271
2023
Q1 		$1.65M Buy
62,112
+135
+0.2% +$3.63K 0.07% 271
2022
Q4 		$1.65M Buy
61,977
+2,156
+4% +$57.3K 0.07% 254
2022
Q3 		$1.49M Sell
59,821
-40,960
-41% -$1.11M 0.07% 266
2022
Q2 		$2.59M Buy
100,781
+39,332
+64% +$1.07M 0.12% 182
2022
Q1 		$1.7M Sell
61,449
-35,570
-37% -$921K 0.07% 266
2021
Q4 		$2.42M Buy
97,019
+36,151
+59% +$893K 0.1% 209
2021
Q3 		$1.44M Sell
60,868
-1,443
-2% -$35.1K 0.07% 286
2021
Q2 		$1.54M Buy
62,311
+3,322
+6% +$80.5K 0.08% 275
2021
Q1 		$1.35M Sell
58,989
-3,434
-6% -$75.8K 0.08% 265
2020
Q4 		$1.31M Sell
62,423
-2,681
-4% -$55.7K 0.09% 223
2020
Q3 		$1.24M Buy
65,104
+3,901
+6% +$78.8K 0.11% 195
2020
Q2 		$1.22M Sell
61,203
-15,174
-20% -$306K 0.12% 184
2020
Q1 		$1.36M Buy
76,377
+3,974
+5% +$93K 0.18% 142
2019
Q4 		$1.85M Buy
72,403
+13,989
+24% +$348K 0.23% 123
2019
Q3 		$1.5M Buy
58,414
+7,367
+14% +$186K 0.23% 123
2019
Q2 		$1.28M Buy
51,047
+25,965
+104% +$646K 0.22% 125
2019
Q1 		$620K Buy
+25,082
New +$594K 0.09% 235

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
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

Kingsview Wealth Management's EMLP Position: Q2 2026 in Review

Kingsview Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 45% in Q2 2026, selling an estimated $1.89M and leaving 52,593 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #528.

Kingsview Wealth Management first reported a position in EMLP in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.19M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Kingsview Wealth Management held 52,593 shares of First Trust North American Energy Infrastructure Fund worth $2.29M as of Q2 2026.
  • Kingsview Wealth Management sold 43,435 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.89M.
  • First Trust North American Energy Infrastructure Fund made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #528 holding.
  • Kingsview Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and has held it in 30 quarters since.
  • Kingsview Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $4.19M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.