Ocean Park Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Ocean Park 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	–	Sell	-494,000	Closed	-$18.5M	–	100
2025 Q2	$18.5M	Hold	494,000	–	–	0.66%	29
2025 Q1	$18.5M	Hold	494,000	–	–	0.66%	29
2024 Q4	$17.6M	Buy	+494,000	New	+$17.5M	0.6%	27

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Ocean Park Asset Management's EMLP Position: Q3 2025 in Review

Ocean Park Asset Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2025, closing a stake of 494,000 shares — an estimated $18.5M sold.

Ocean Park Asset Management first reported a position in EMLP in Q4 2024 and held it in 3 quarters. The position peaked at $18.5M in Q2 2025. 360 funds tracked by Wall St. Rank hold EMLP as of Q3 2025.

Ocean Park Asset Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2025 after selling out during the quarter.
Ocean Park Asset Management sold 494,000 First Trust North American Energy Infrastructure Fund shares in Q3 2025, an estimated $18.5M.
Ocean Park Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and held it in 3 quarters.
Ocean Park Asset Management's First Trust North American Energy Infrastructure Fund position peaked at $18.5M in Q2 2025.
360 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2025.

Based on Ocean Park Asset Management's 13F filing for Q3 2025, filed 20 Oct 2025.