Partners Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Partners Wealth 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
2026 Q2	$1.38M	Sell	31,825 -100	-0.3%	-$4.36K	1.36%	18
2026 Q1	$1.39M	Hold	31,925	–	–	1.44%	17
2025 Q4	$1.21M	Sell	31,925 -265	-0.8%	-$10.1K	1.26%	19
2025 Q3	$1.23M	Sell	32,190 -1,075	-3%	-$40.6K	1.22%	20
2025 Q2	$1.25M	Hold	33,265	–	–	1.43%	20
2025 Q1	$1.25M	Buy	33,265 +96	+0.3%	+$3.55K	1.41%	20
2024 Q4	$1.18M	Buy	+33,169	New	+$1.18M	1.35%	21

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

Partners Wealth Management's EMLP Position: Q2 2026 in Review

Partners Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.31% in Q2 2026, selling an estimated $4.36K and leaving 31,825 shares worth $1.38M. The position accounts for 1.36% of the portfolio, ranked #18.

Partners Wealth Management first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Partners Wealth Management held 31,825 shares of First Trust North American Energy Infrastructure Fund worth $1.38M as of Q2 2026.
Partners Wealth Management sold 100 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $4.36K.
First Trust North American Energy Infrastructure Fund made up 1.36% of Partners Wealth Management's portfolio in Q2 2026, its #18 holding.
Partners Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $1.39M in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.