Mirabella Financial Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Mirabella Financial Services’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
2023 Q2	–	Sell	-10,350	Closed	-$276K	–	529
2023 Q1	$276K	Buy	+10,350	New	+$278K	0.04%	291
2020 Q3	–	Sell	-33,680	Closed	-$672K	–	372
2020 Q2	$672K	Buy	+33,680	New	+$679K	0.16%	76

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAM

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

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

WANY

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirabella Financial Services's EMLP Position: Q2 2023 in Review

Mirabella Financial Services sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2023, closing a stake of 10,350 shares — an estimated $276K sold.

Mirabella Financial Services first reported a position in EMLP in Q2 2020 and held it in 2 quarters. The position peaked at $672K in Q2 2020. 291 funds tracked by Wall St. Rank hold EMLP as of Q2 2023.

Mirabella Financial Services reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
Mirabella Financial Services sold 10,350 First Trust North American Energy Infrastructure Fund shares in Q2 2023, an estimated $276K.
Mirabella Financial Services first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2020 and held it in 2 quarters.
Mirabella Financial Services's First Trust North American Energy Infrastructure Fund position peaked at $672K in Q2 2020.
291 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.