Kovitz Investment Group Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Kovitz Investment Group Partners’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
2025 Q4	–	Sell	-13,415	Closed	-$514K	–	702
2025 Q3	$514K	Buy	13,415 +2	+0%	+$75	﹤0.01%	1026
2025 Q2	$503K	Sell	13,413 -68	-0.5%	-$2.49K	﹤0.01%	968
2025 Q1	$505K	Sell	13,481 -348	-3%	-$12.9K	﹤0.01%	898
2024 Q4	$493K	Buy	13,829 +349	+3%	+$12.4K	﹤0.01%	896
2024 Q3	$453K	Buy	13,480 +3,318	+33%	+$107K	﹤0.01%	772
2024 Q2	$310K	Hold	10,162	–	–	﹤0.01%	724
2024 Q1	$300K	Buy	+10,162	New	+$284K	﹤0.01%	582

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's EMLP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2025, closing a stake of 13,415 shares — an estimated $514K sold.

Kovitz Investment Group Partners first reported a position in EMLP in Q1 2024 and held it in 7 quarters. The position peaked at $514K in Q3 2025. 373 funds tracked by Wall St. Rank hold EMLP as of Q4 2025.

Kovitz Investment Group Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 13,415 First Trust North American Energy Infrastructure Fund shares in Q4 2025, an estimated $514K.
Kovitz Investment Group Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's First Trust North American Energy Infrastructure Fund position peaked at $514K in Q3 2025.
373 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.