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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
Q2 		$135K Buy
3,105
+11
+0.4% +$480 0.04% 297
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Medallion Wealth Advisors's EMLP Position: Q2 2026 in Review

Medallion Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.36% in Q2 2026, buying an estimated $480 and bringing the position to 3,105 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #297.

Medallion Wealth Advisors first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Medallion Wealth Advisors held 3,105 shares of First Trust North American Energy Infrastructure Fund worth $135K as of Q2 2026.
  • Medallion Wealth Advisors bought 11 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $480.
  • First Trust North American Energy Infrastructure Fund made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Medallion Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
  • 376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.