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NFP Retirement Inc’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

NFP Retirement Inc’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
Q1 		– Sell
-9,945
Closed -$355K – 282
2024
Q4 		$355K Sell
9,945
-567
-5% -$20.1K 0.03% 222
2024
Q3 		$353K Sell
10,512
-41
-0.4% -$1.32K 0.03% 220
2024
Q2 		$321K Buy
10,553
+31
+0.3% +$931 0.03% 222
2024
Q1 		$311K Buy
+10,522
New +$294K 0.03% 222

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NFP Retirement Inc's EMLP Position: Q1 2025 in Review

NFP Retirement Inc sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2025, closing a stake of 9,945 shares — an estimated $355K sold.

NFP Retirement Inc first reported a position in EMLP in Q1 2024 and held it in 4 quarters. The position peaked at $355K in Q4 2024. 348 funds tracked by Wall St. Rank hold EMLP as of Q1 2025.

  • NFP Retirement Inc reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 9,945 First Trust North American Energy Infrastructure Fund shares in Q1 2025, an estimated $355K.
  • NFP Retirement Inc first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2024 and held it in 4 quarters.
  • NFP Retirement Inc's First Trust North American Energy Infrastructure Fund position peaked at $355K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2025.

Based on NFP Retirement Inc's 13F filing for Q1 2025, filed 13 May 2025.