Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-478
Closed -$12.6K – 172
2023
Q3 		$12.6K Buy
+478
New +$13.1K ﹤0.01% 320

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Legacy Financial Group (Iowa)'s EMLP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2023, closing a stake of 478 shares — an estimated $12.6K sold.

Legacy Financial Group (Iowa) first reported a position in EMLP in Q3 2023 and held it in 1 quarter. The position peaked at $12.6K in Q3 2023. 283 funds tracked by Wall St. Rank hold EMLP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 478 First Trust North American Energy Infrastructure Fund shares in Q4 2023, an estimated $12.6K.
  • Legacy Financial Group (Iowa) first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Trust North American Energy Infrastructure Fund position peaked at $12.6K in Q3 2023.
  • 283 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.