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

&Partners’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	$5.59M	Buy	131,176 +51,720	+65%	+$2.26M	0.02%	559
2026 Q1	$3.47M	Buy	79,456 +525	+0.7%	+$21.9K	0.02%	666
2025 Q4	$2.99M	Buy	78,931 +3,466	+5%	+$132K	0.02%	684
2025 Q3	$2.89M	Buy	75,465 +45,733	+154%	+$1.73M	0.02%	604
2025 Q2	$1.12M	Sell	29,732 -221	-0.7%	-$8.09K	0.01%	936
2025 Q1	$1.12M	Buy	29,953 +6,034	+25%	+$223K	0.01%	779
2024 Q4	$863K	Buy	23,919 +13,999	+141%	+$496K	0.01%	834
2024 Q3	$333K	Buy	+9,920	New	+$319K	0.01%	1052

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's EMLP Position: Q2 2026 in Review

&Partners increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 65% in Q2 2026, buying an estimated $2.26M and bringing the position to 131,176 shares worth $5.59M. The position accounts for 0.02% of the portfolio, ranked #559.

&Partners first reported a position in EMLP in Q3 2024 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

&Partners held 131,176 shares of First Trust North American Energy Infrastructure Fund worth $5.59M as of Q2 2026.
&Partners bought 51,720 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $2.26M.
First Trust North American Energy Infrastructure Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #559 holding.
&Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 8 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.