Mariner Independent Advisor Network’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$257K	Buy	10,312 +3	+0%	+$82	0.01%	533
2022 Q2	$265K	Buy	10,309 +2	+0%	+$54	0.01%	528
2022 Q1	$286K	Sell	10,307 -2,013	-16%	-$52.1K	0.01%	485
2021 Q4	$308K	Buy	12,320 +1,760	+17%	+$43.5K	0.01%	425
2021 Q3	$250K	Sell	10,560 -218	-2%	-$5.3K	0.01%	449
2021 Q2	$264K	Hold	10,778	–	–	0.01%	463
2021 Q1	$246K	Sell	10,778 -775	-7%	-$17.1K	0.01%	419
2020 Q4	$242K	Buy	+11,553	New	+$240K	0.01%	392
2019 Q4	–	Sell	-10,843	Closed	-$276K	–	378
2019 Q3	$276K	Buy	+10,843	New	+$274K	0.02%	354
2018 Q2	–	Sell	-22,293	Closed	-$488K	–	190
2018 Q1	$488K	Buy	22,293 +9,382	+73%	+$220K	0.03%	295
2017 Q4	$317K	Sell	12,911 -12,821	-50%	-$316K	0.03%	271
2017 Q3	$638K	Buy	25,732 +536	+2%	+$13.3K	0.1%	114
2017 Q2	$618K	Buy	+25,196	New	+$630K	0.09%	147
2017 Q1	–	Sell	-14,084	Closed	-$355K	–	273
2016 Q4	$355K	Sell	14,084 -694	-5%	-$17.1K	0.06%	142
2016 Q3	$374K	Buy	14,778 +19	+0.1%	+$473	0.05%	145
2016 Q2	$364K	Buy	+14,759	New	+$340K	0.07%	126

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Mariner Independent Advisor Network's EMLP Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.03% in Q3 2022, buying an estimated $82 and bringing the position to 10,312 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #533.

Mariner Independent Advisor Network first reported a position in EMLP in Q2 2016 and has held it in 16 quarters since. The position peaked at $638K in Q3 2017. 282 funds tracked by Wall St. Rank hold EMLP as of Q3 2022.

Mariner Independent Advisor Network held 10,312 shares of First Trust North American Energy Infrastructure Fund worth $257K as of Q3 2022.
Mariner Independent Advisor Network bought 3 First Trust North American Energy Infrastructure Fund shares in Q3 2022, an estimated $82.
First Trust North American Energy Infrastructure Fund made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #533 holding.
Mariner Independent Advisor Network first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2016 and has held it in 16 quarters since.
Mariner Independent Advisor Network's First Trust North American Energy Infrastructure Fund position peaked at $638K in Q3 2017.
282 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.