Lloyd Advisory Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Lloyd Advisory Services’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 Q4	–	Hold	0	–	–	–	554
2020 Q3	–	Sell	-92	Closed	-$2K	–	341
2020 Q2	$2K	Buy	92 +1	+1%	+$20	﹤0.01%	260
2020 Q1	$2K	Sell	91 -320	-78%	-$7.49K	﹤0.01%	214
2019 Q4	$10K	Buy	+411	New	+$10.2K	0.01%	215

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lloyd Advisory Services's EMLP Position: Q4 2025 in Review

Lloyd Advisory Services held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q4 2025 at 0 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Lloyd Advisory Services first reported a position in EMLP in Q4 2019 and has held it in 3 quarters since. The position peaked at $10K in Q4 2019. 373 funds tracked by Wall St. Rank hold EMLP as of Q4 2025.

Lloyd Advisory Services held 0 shares of First Trust North American Energy Infrastructure Fund worth $11 as of Q4 2025.
Lloyd Advisory Services left its First Trust North American Energy Infrastructure Fund share count unchanged in Q4 2025.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q4 2025, its #554 holding.
Lloyd Advisory Services first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and has held it in 3 quarters since.
Lloyd Advisory Services's First Trust North American Energy Infrastructure Fund position peaked at $10K in Q4 2019.
373 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2025.

Based on Lloyd Advisory Services's 13F filing for Q4 2025, filed 6 Feb 2026.