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 Q2	–	Sell	-1,696	Closed	-$74K	–	340
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 $1.89T 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

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

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

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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

CPO

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

Opal Wealth Advisors's EMLP Position: Q2 2026 in Review

Opal Wealth Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 1,696 shares — an estimated $74K sold.

Opal Wealth Advisors first reported a position in EMLP in Q2 2024 and held it in 4 quarters. The position peaked at $74K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Opal Wealth Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,696 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $74K.
Opal Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $74K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.