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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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 -79,943	-61%	-$2.18M	1.66%	15
2022 Q1	$1.87M	Buy	130,238 +57,295	+79%	+$1.48M	0.98%	23
2021 Q4	$2K	Buy	+72,943	New	+$1.8M	1.17%	20