Kraematon Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Kraematon Investment 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 Q1	$784K	Sell	17,963 -817	-4%	-$34K	0.64%	50
2025 Q4	$711K	Buy	18,780 +1,308	+7%	+$49.9K	0.57%	54
2025 Q3	$669K	Buy	17,472 +65	+0.4%	+$2.45K	0.57%	51
2025 Q2	$653K	Sell	17,407 -869	-5%	-$31.8K	0.62%	51
2025 Q1	$685K	Sell	18,276 -7,101	-28%	-$263K	0.7%	47
2024 Q4	$905K	Sell	25,377 -634	-2%	-$22.5K	0.89%	37
2024 Q3	$874K	Buy	26,011 +122	+0.5%	+$3.92K	0.86%	40
2024 Q2	$789K	Buy	25,889 +138	+0.5%	+$4.14K	0.8%	43
2024 Q1	$760K	Sell	25,751 -2,160	-8%	-$60.3K	0.77%	44
2023 Q4	$773K	Buy	27,911 +690	+3%	+$18.6K	0.85%	40
2023 Q3	$719K	Sell	27,221 -3,813	-12%	-$105K	0.89%	40
2023 Q2	$838K	Sell	31,034 -716	-2%	-$19.2K	0.92%	37
2023 Q1	$846K	Buy	31,750 +179	+0.6%	+$4.81K	0.98%	36
2022 Q4	$843K	Buy	31,571 +137	+0.4%	+$3.64K	0.92%	34
2022 Q3	$782K	Buy	31,434 +165	+0.5%	+$4.49K	1.01%	35
2022 Q2	$805K	Sell	31,269 -67	-0.2%	-$1.82K	0.93%	37
2022 Q1	$868K	Buy	31,336 +2,965	+10%	+$76.7K	0.83%	39
2021 Q4	$708K	Buy	+28,371	New	+$701K	0.63%	47

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Kraematon Investment Advisors's EMLP Position: Q1 2026 in Review

Kraematon Investment Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 4.4% in Q1 2026, selling an estimated $34K and leaving 17,963 shares worth $784K. The position accounts for 0.64% of the portfolio, ranked #50.

Kraematon Investment Advisors first reported a position in EMLP in Q4 2021 and has held it in 18 quarters since. The position peaked at $905K in Q4 2024. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Kraematon Investment Advisors held 17,963 shares of First Trust North American Energy Infrastructure Fund worth $784K as of Q1 2026.
Kraematon Investment Advisors sold 817 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $34K.
First Trust North American Energy Infrastructure Fund made up 0.64% of Kraematon Investment Advisors's portfolio in Q1 2026, its #50 holding.
Kraematon Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and has held it in 18 quarters since.
Kraematon Investment Advisors's First Trust North American Energy Infrastructure Fund position peaked at $905K in Q4 2024.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Kraematon Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.