Koshinski Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Koshinski Asset 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	$771K	Buy	17,735 +735	+4%	+$32K	0.04%	352
2026 Q1	$742K	Buy	17,000 +8,383	+97%	+$349K	0.05%	335
2025 Q4	$326K	Buy	8,617 +61	+0.7%	+$2.33K	0.02%	535
2025 Q3	$328K	Sell	8,556 -316	-4%	-$11.9K	0.02%	533
2025 Q2	$333K	Buy	+8,872	New	+$325K	0.03%	503
2022 Q2	–	Sell	-1,531	Closed	-$42.4K	–	961
2022 Q1	$42.4K	Hold	1,531	–	–	﹤0.01%	1174
2021 Q4	$38.2K	Hold	1,531	–	–	﹤0.01%	1244
2021 Q3	$36.2K	Buy	+1,531	New	+$37.3K	﹤0.01%	1239
2020 Q1	–	Sell	-8,880	Closed	-$225K	–	466
2019 Q4	$225K	Buy	+8,880	New	+$221K	0.04%	456
2019 Q3	–	Sell	-9,254	Closed	-$233K	–	180
2019 Q2	$233K	Sell	9,254 -2,140	-19%	-$53.2K	0.09%	239
2019 Q1	$282K	Hold	11,394	–	–	0.08%	299
2018 Q4	$244K	Sell	11,394 -1,866	-14%	-$42.8K	0.06%	335
2018 Q3	$311K	Buy	+13,260	New	+$316K	0.04%	410

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

Koshinski Asset Management's EMLP Position: Q2 2026 in Review

Koshinski Asset Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 4.3% in Q2 2026, buying an estimated $32K and bringing the position to 17,735 shares worth $771K. The position accounts for 0.04% of the portfolio, ranked #352.

Koshinski Asset Management first reported a position in EMLP in Q3 2018 and has held it in 13 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Koshinski Asset Management held 17,735 shares of First Trust North American Energy Infrastructure Fund worth $771K as of Q2 2026.
Koshinski Asset Management bought 735 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $32K.
First Trust North American Energy Infrastructure Fund made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #352 holding.
Koshinski Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2018 and has held it in 13 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.