Medallion Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Medallion Wealth Advisors’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	$135K	Buy	3,094 +11	+0.4%	+$458	0.04%	308
2025 Q4	$117K	Buy	3,083 +13	+0.4%	+$496	0.04%	333
2025 Q3	$118K	Sell	3,070 -86	-3%	-$3.25K	0.04%	328
2025 Q2	$117K	Buy	3,156 +11	+0.3%	+$402	0.05%	325
2025 Q1	$119K	Buy	3,145 +14	+0.4%	+$518	0.05%	277
2024 Q4	$112K	Buy	+3,131	New	+$111K	0.06%	273

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

WANY

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Medallion Wealth Advisors's EMLP Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.36% in Q1 2026, buying an estimated $458 and bringing the position to 3,094 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #308.

Medallion Wealth Advisors first reported a position in EMLP in Q4 2024 and has held it in 6 quarters since. 387 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Medallion Wealth Advisors held 3,094 shares of First Trust North American Energy Infrastructure Fund worth $135K as of Q1 2026.
Medallion Wealth Advisors bought 11 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $458.
First Trust North American Energy Infrastructure Fund made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #308 holding.
Medallion Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 6 quarters since.
387 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.