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

NewEdge Wealth’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
Q1 		– Sell
-5,589
Closed -$212K – 1170
2025
Q4 		$212K Hold
5,589
– – ﹤0.01% 1135
2025
Q3 		$210K Sell
5,589
-623
-10% -$23.5K ﹤0.01% 975
2025
Q2 		$236K Hold
6,212
– – ﹤0.01% 893
2025
Q1 		$233K Hold
6,212
– – ﹤0.01% 846
2024
Q4 		$221K Buy
+6,212
New +$220K ﹤0.01% 863

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NewEdge Wealth's EMLP Position: Q1 2026 in Review

NewEdge Wealth sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 5,589 shares — an estimated $212K sold.

NewEdge Wealth first reported a position in EMLP in Q4 2024 and held it in 5 quarters. The position peaked at $236K in Q2 2025. 388 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • NewEdge Wealth reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 5,589 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $212K.
  • NewEdge Wealth first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and held it in 5 quarters.
  • NewEdge Wealth's First Trust North American Energy Infrastructure Fund position peaked at $236K in Q2 2025.
  • 388 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.