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LRI Investments’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

LRI Investments’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
Q1 		– Sell
-129
Closed -$4.88K – 1443
2025
Q4 		$4.88K Buy
+129
New +$4.92K ﹤0.01% 1047

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LRI Investments's EMLP Position: Q1 2026 in Review

LRI Investments sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 129 shares — an estimated $4.88K sold.

LRI Investments first reported a position in EMLP in Q4 2025 and held it in 1 quarter. The position peaked at $4.88K in Q4 2025. 388 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • LRI Investments reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 129 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $4.88K.
  • LRI Investments first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and held it in 1 quarter.
  • LRI Investments's First Trust North American Energy Infrastructure Fund position peaked at $4.88K in Q4 2025.
  • 388 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.