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Oxler Private Wealth’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-556
Closed -$53.9K – 159
2022
Q3 		$53.9K Buy
+556
New +$15.1K 0.03% 196

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oxler Private Wealth's EMLP Position: Q4 2022 in Review

Oxler Private Wealth sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2022, closing a stake of 556 shares — an estimated $53.9K sold.

Oxler Private Wealth first reported a position in EMLP in Q3 2022 and held it in 1 quarter. The position peaked at $53.9K in Q3 2022. 302 funds tracked by Wall St. Rank hold EMLP as of Q4 2022.

  • Oxler Private Wealth reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 556 First Trust North American Energy Infrastructure Fund shares in Q4 2022, an estimated $53.9K.
  • Oxler Private Wealth first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's First Trust North American Energy Infrastructure Fund position peaked at $53.9K in Q3 2022.
  • 302 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.