Landmark Wealth Management (New York)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Landmark Wealth Management (New York)’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	$3.34M	Buy	76,740 +4,898	+7%	+$214K	0.8%	27
2026 Q1	$3.14M	Buy	71,842 +8,232	+13%	+$343K	0.84%	26
2025 Q4	$2.41M	Buy	63,610 +1,906	+3%	+$72.7K	0.92%	29
2025 Q3	$2.36M	Buy	61,704 +2,770	+5%	+$105K	0.94%	29
2025 Q2	$2.21M	Sell	58,934 -769	-1%	-$28.1K	0.94%	28
2025 Q1	$2.24M	Sell	59,703 -1,259	-2%	-$46.6K	0.99%	31
2024 Q4	$2.17M	Sell	60,962 -4,764	-7%	-$169K	0.96%	29
2024 Q3	$2.21M	Sell	65,726 -2,615	-4%	-$84.1K	0.96%	29
2024 Q2	$2.08M	Sell	68,341 -3,424	-5%	-$103K	1.62%	20
2024 Q1	$2.12M	Buy	71,765 +1,691	+2%	+$47.2K	0.98%	28
2023 Q4	$1.94M	Buy	70,074 +6,515	+10%	+$176K	0.95%	28
2023 Q3	$1.68M	Sell	63,559 -1,876	-3%	-$51.5K	0.95%	27
2023 Q2	$1.77M	Buy	65,435 +1,333	+2%	+$35.8K	1.57%	17
2023 Q1	$1.71M	Buy	64,102 +14,521	+29%	+$391K	0.95%	28
2022 Q4	$1.32M	Buy	49,581 +1,056	+2%	+$28.1K	0.96%	28
2022 Q3	$1.21M	Sell	48,525 -1,770	-4%	-$48.1K	0.91%	31
2022 Q2	$1.29M	Sell	50,295 -14,824	-23%	-$403K	1.66%	15
2022 Q1	$1.8M	Sell	65,119 -7,824	-11%	-$202K	0.96%	23
2021 Q4	$2M	Buy	+72,943	New	+$1.8M	1.17%	20

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

Landmark Wealth Management (New York)'s EMLP Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 6.8% in Q2 2026, buying an estimated $214K and bringing the position to 76,740 shares worth $3.34M. The position accounts for 0.8% of the portfolio, ranked #27.

Landmark Wealth Management (New York) first reported a position in EMLP in Q4 2021 and has held it in 19 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Landmark Wealth Management (New York) held 76,740 shares of First Trust North American Energy Infrastructure Fund worth $3.34M as of Q2 2026.
Landmark Wealth Management (New York) bought 4,898 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $214K.
First Trust North American Energy Infrastructure Fund made up 0.8% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #27 holding.
Landmark Wealth Management (New York) first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and has held it in 19 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.