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

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

Moisand Fitzgerald Tamayo's EMLP Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 328 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Moisand Fitzgerald Tamayo first reported a position in EMLP in Q4 2021 and has held it in 9 quarters since. The position peaked at $31K in Q4 2021. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Moisand Fitzgerald Tamayo held 328 shares of First Trust North American Energy Infrastructure Fund worth $14.3K as of Q2 2026.
Moisand Fitzgerald Tamayo left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #326 holding.
Moisand Fitzgerald Tamayo first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and has held it in 9 quarters since.
Moisand Fitzgerald Tamayo's First Trust North American Energy Infrastructure Fund position peaked at $31K in Q4 2021.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.