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

Nvest Wealth Strategies’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 		$9.18M Buy
211,073
+6,501
+3% +$283K 5.74% 5
2026
Q1 		$8.93M Sell
204,572
-13,961
-6% -$581K 6.25% 5
2025
Q4 		$8.28M Buy
+218,533
New +$8.33M 6.07% 5

Other funds holding EMLP

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Nvest Wealth Strategies's EMLP Position: Q2 2026 in Review

Nvest Wealth Strategies increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 3.2% in Q2 2026, buying an estimated $283K and bringing the position to 211,073 shares worth $9.18M. The position accounts for 5.74% of the portfolio, ranked #5.

Nvest Wealth Strategies first reported a position in EMLP in Q4 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Nvest Wealth Strategies held 211,073 shares of First Trust North American Energy Infrastructure Fund worth $9.18M as of Q2 2026.
  • Nvest Wealth Strategies bought 6,501 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $283K.
  • First Trust North American Energy Infrastructure Fund made up 5.74% of Nvest Wealth Strategies's portfolio in Q2 2026, its #5 holding.
  • Nvest Wealth Strategies first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.