LCGC
EMLP icon

Legacy Capital Group California’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-6,068
Closed -$216K – 325
2024
Q4 		$216K Sell
6,068
-1,256
-17% -$44.5K 0.07% 307
2024
Q3 		$246K Buy
+7,324
New +$236K 0.08% 268

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Group California's EMLP Position: Q1 2025 in Review

Legacy Capital Group California sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2025, closing a stake of 6,068 shares — an estimated $216K sold.

Legacy Capital Group California first reported a position in EMLP in Q3 2024 and held it in 2 quarters. The position peaked at $246K in Q3 2024. 348 funds tracked by Wall St. Rank hold EMLP as of Q1 2025.

  • Legacy Capital Group California reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 6,068 First Trust North American Energy Infrastructure Fund shares in Q1 2025, an estimated $216K.
  • Legacy Capital Group California first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Group California's First Trust North American Energy Infrastructure Fund position peaked at $246K in Q3 2024.
  • 348 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.