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

Meridian 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	$709K	Buy	16,309 +116	+0.7%	+$5.06K	0.08%	125
2026 Q1	$707K	Buy	+16,193	New	+$674K	0.09%	115
2019 Q1	–	Sell	-2,000	Closed	-$43K	–	209
2018 Q4	$43K	Buy	+2,000	New	+$45.9K	0.03%	268

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

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

Meridian Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.72% in Q2 2026, buying an estimated $5.06K and bringing the position to 16,309 shares worth $709K. The position accounts for 0.08% of the portfolio, ranked #125.

Meridian Wealth Advisors first reported a position in EMLP in Q4 2018 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Meridian Wealth Advisors held 16,309 shares of First Trust North American Energy Infrastructure Fund worth $709K as of Q2 2026.
Meridian Wealth Advisors bought 116 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $5.06K.
First Trust North American Energy Infrastructure Fund made up 0.08% of Meridian Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Meridian Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2018 and has held it in 3 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

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