Moloney Securities Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Moloney Securities Asset Management’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
2025 Q3	$203K	Buy	+5,313	New	+$201K	0.02%	443
2025 Q2	–	Sell	-6,202	Closed	-$233K	–	506
2025 Q1	$233K	Buy	+6,202	New	+$230K	0.03%	407

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WANY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Moloney Securities Asset Management's EMLP Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2025: 5,313 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #443 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in EMLP as recently as Q1 2025.

Moloney Securities Asset Management first reported a position in EMLP in Q1 2025 and has held it in 2 quarters since. The position peaked at $233K in Q1 2025. 360 funds tracked by Wall St. Rank hold EMLP as of Q3 2025.

Moloney Securities Asset Management held 5,313 shares of First Trust North American Energy Infrastructure Fund worth $203K as of Q3 2025.
First Trust North American Energy Infrastructure Fund was a new Moloney Securities Asset Management position in Q3 2025.
First Trust North American Energy Infrastructure Fund made up 0.02% of Moloney Securities Asset Management's portfolio in Q3 2025, its #443 holding.
Moloney Securities Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2025 and has held it in 2 quarters since.
Moloney Securities Asset Management's First Trust North American Energy Infrastructure Fund position peaked at $233K in Q1 2025.
360 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.