Moisand Fitzgerald Tamayo’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Moisand Fitzgerald Tamayo’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	$14.3K	Hold	328	–	–	﹤0.01%	326
2026 Q1	$14.3K	Hold	328	–	–	﹤0.01%	304
2025 Q4	$12.4K	Hold	328	–	–	﹤0.01%	322
2025 Q3	$12.6K	Hold	328	–	–	﹤0.01%	326
2025 Q2	$12.3K	Hold	328	–	–	﹤0.01%	327
2025 Q1	$12.3K	Hold	328	–	–	﹤0.01%	322
2024 Q4	$11.7K	Sell	328 -275	-46%	-$9.74K	﹤0.01%	326
2024 Q3	$20.3K	Buy	+603	New	+$19.4K	﹤0.01%	277
2022 Q1	–	Sell	-1,230	Closed	-$31K	–	537
2021 Q4	$31K	Buy	+1,230	New	+$30.4K	0.01%	175

Other funds holding EMLP

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return