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

Opal Wealth Advisors’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	$74K	Buy	+1,696	New	+$70.6K	0.02%	328
2025 Q3	–	Sell	-1,904	Closed	-$71.4K	–	306
2025 Q2	$71.4K	Buy	1,904 +433	+29%	+$15.8K	0.02%	320
2025 Q1	$55.1K	Buy	+1,471	New	+$54.4K	0.02%	349
2024 Q3	–	Sell	-36	Closed	-$1.1K	–	488
2024 Q2	$1.1K	Buy	+36	New	+$1.08K	﹤0.01%	1056

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

CAM

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Opal Wealth Advisors's EMLP Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026: 1,696 shares worth $74K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in EMLP as recently as Q2 2025.

Opal Wealth Advisors first reported a position in EMLP in Q2 2024 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Opal Wealth Advisors held 1,696 shares of First Trust North American Energy Infrastructure Fund worth $74K as of Q1 2026.
First Trust North American Energy Infrastructure Fund was a new Opal Wealth Advisors position in Q1 2026.
First Trust North American Energy Infrastructure Fund made up 0.02% of Opal Wealth Advisors's portfolio in Q1 2026, its #328 holding.
Opal Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2024 and has held it in 4 quarters since.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.