M&T Bank’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

M&T Bank’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 Q2	–	Sell	-33,904	Closed	-$1.48M	–	1800
2026 Q1	$1.48M	Sell	33,904 -73,528	-68%	-$3.06M	﹤0.01%	719
2025 Q4	$4.07M	Buy	107,432 +69,904	+186%	+$2.67M	0.01%	454
2025 Q3	$1.44M	Hold	37,528	–	–	﹤0.01%	676
2025 Q2	$1.41M	Buy	+37,528	New	+$1.37M	﹤0.01%	735
2021 Q1	–	Sell	-108,926	Closed	-$2.28M	–	1601
2020 Q4	$2.28M	Buy	108,926 +1,997	+2%	+$41.5K	0.01%	541
2020 Q3	$2.04M	Sell	106,929 -1,488	-1%	-$30.1K	0.01%	524
2020 Q2	$2.16M	Buy	108,417 +58,886	+119%	+$1.19M	0.01%	496
2020 Q1	$881K	Buy	+49,531	New	+$1.16M	0.01%	726
2019 Q4	–	Sell	-18,744	Closed	-$480K	–	1464
2019 Q3	$480K	Sell	18,744 -47	-0.3%	-$1.19K	﹤0.01%	978
2019 Q2	$473K	Sell	18,791 -530	-3%	-$13.2K	﹤0.01%	998
2019 Q1	$478K	Sell	19,321 -1,640	-8%	-$38.9K	﹤0.01%	989
2018 Q4	$450K	Buy	20,961 +11,732	+127%	+$269K	﹤0.01%	950
2018 Q3	$217K	Buy	+9,229	New	+$220K	﹤0.01%	1392
2018 Q2	–	Sell	-29,969	Closed	-$656K	–	1570
2018 Q1	$656K	Sell	29,969 -5,751	-16%	-$135K	﹤0.01%	909
2017 Q4	$877K	Buy	+35,720	New	+$880K	﹤0.01%	812

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

CAM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

M&T Bank's EMLP Position: Q2 2026 in Review

M&T Bank sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 33,904 shares — an estimated $1.48M sold.

M&T Bank first reported a position in EMLP in Q4 2017 and held it in 15 quarters. The position peaked at $4.07M in Q4 2025. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

M&T Bank reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
M&T Bank sold 33,904 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.48M.
M&T Bank first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 15 quarters.
M&T Bank's First Trust North American Energy Infrastructure Fund position peaked at $4.07M in Q4 2025.
376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.