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&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
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
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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

&Partners's EMLP Position: Q1 2026 in Review

&Partners increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.67% in Q1 2026, buying an estimated $21.9K and bringing the position to 79,456 shares worth $3.47M. The position accounts for 0.02% of the portfolio, ranked #666.

&Partners first reported a position in EMLP in Q3 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • &Partners held 79,456 shares of First Trust North American Energy Infrastructure Fund worth $3.47M as of Q1 2026.
  • &Partners bought 525 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $21.9K.
  • First Trust North American Energy Infrastructure Fund made up 0.02% of &Partners's portfolio in Q1 2026, its #666 holding.
  • &Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.