Kingswood Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Kingswood Wealth Advisors’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	$792K	Sell	18,205 -230	-1%	-$10K	0.03%	474
2026 Q1	$805K	Sell	18,435 -548	-3%	-$22.8K	0.04%	423
2025 Q4	$719K	Buy	18,983 +1,712	+10%	+$65.3K	0.03%	424
2025 Q3	$661K	Buy	+17,271	New	+$652K	0.04%	407

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

Kingswood Wealth Advisors's EMLP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 1.2% in Q2 2026, selling an estimated $10K and leaving 18,205 shares worth $792K. The position accounts for 0.03% of the portfolio, ranked #474.

Kingswood Wealth Advisors first reported a position in EMLP in Q3 2025 and has held it in 4 quarters since. The position peaked at $805K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Kingswood Wealth Advisors held 18,205 shares of First Trust North American Energy Infrastructure Fund worth $792K as of Q2 2026.
Kingswood Wealth Advisors sold 230 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $10K.
First Trust North American Energy Infrastructure Fund made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #474 holding.
Kingswood Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2025 and has held it in 4 quarters since.
Kingswood Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $805K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.