Peterson Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Peterson 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	$231K	Buy	5,308 +22	+0.4%	+$959	0.03%	110
2026 Q1	$231K	Sell	5,286 -136	-3%	-$5.66K	0.03%	102
2025 Q4	$205K	Sell	5,422 -760	-12%	-$29K	0.03%	106
2025 Q3	$237K	Sell	6,182 -841	-12%	-$31.7K	0.04%	92
2025 Q2	$263K	Buy	7,023 +12	+0.2%	+$439	0.04%	86
2025 Q1	$238K	Sell	7,011 -842	-11%	-$31.2K	0.05%	81
2024 Q4	$283K	Sell	7,853 -1,226	-14%	-$43.4K	0.05%	73
2024 Q3	$305K	Sell	9,079 -960	-10%	-$30.9K	0.06%	65
2024 Q2	$306K	Sell	10,039 -153	-2%	-$4.59K	0.06%	63
2024 Q1	$301K	Sell	10,192 -182	-2%	-$5.08K	0.06%	57
2023 Q4	$287K	Sell	10,374 -196	-2%	-$5.28K	0.07%	57
2023 Q3	$279K	Sell	10,570 -199	-2%	-$5.46K	0.08%	53
2023 Q2	$292K	Sell	10,769 -4,658	-30%	-$125K	0.08%	52
2023 Q1	$411K	Sell	15,427 -522	-3%	-$14K	0.11%	47
2022 Q4	$426K	Sell	15,949 -4,295	-21%	-$114K	0.13%	45
2022 Q3	$504K	Sell	20,244 -4,662	-19%	-$127K	0.17%	37
2022 Q2	$641K	Sell	24,906 -5,730	-19%	-$156K	0.21%	31
2022 Q1	$848K	Sell	30,636 -4,134	-12%	-$107K	0.25%	28
2021 Q4	$868K	Sell	34,770 -7,622	-18%	-$188K	0.25%	28
2021 Q3	$1M	Sell	42,392 -227,218	-84%	-$5.53M	0.33%	25
2021 Q2	$6.59M	Buy	269,610 +24,929	+10%	+$604K	2.34%	10
2021 Q1	$5.58M	Buy	244,681 +17,514	+8%	+$386K	2.27%	10
2020 Q4	$4.76M	Buy	227,167 +15,461	+7%	+$321K	2.1%	12
2020 Q3	$4.03M	Buy	211,706 +8,208	+4%	+$166K	2.07%	12
2020 Q2	$4.06M	Buy	203,498 +7,464	+4%	+$150K	2.16%	12
2020 Q1	$3.49M	Buy	196,034 +33,870	+21%	+$792K	2.26%	11
2019 Q4	$4.13M	Buy	162,164 +127	+0.1%	+$3.16K	2.36%	11
2019 Q3	$4.15M	Buy	162,037 +4,096	+3%	+$104K	2.54%	11
2019 Q2	$3.97M	Buy	157,941 +7,719	+5%	+$192K	2.51%	11
2019 Q1	$3.74M	Buy	150,222 +12,210	+9%	+$289K	2.5%	11
2018 Q4	$2.96M	Buy	138,012 +16,619	+14%	+$381K	2.34%	12
2018 Q3	$2.85M	Buy	121,393 +6,779	+6%	+$162K	2.08%	12
2018 Q2	$2.66M	Buy	114,614 +4,953	+5%	+$112K	2.16%	13
2018 Q1	$2.4M	Buy	109,661 +68,268	+165%	+$1.6M	1.98%	13
2017 Q4	$1.02M	Buy	+41,393	New	+$1.02M	0.92%	19

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

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

Peterson Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.42% in Q2 2026, buying an estimated $959 and bringing the position to 5,308 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #110.

Peterson Wealth Advisors first reported a position in EMLP in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.59M in Q2 2021. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Peterson Wealth Advisors held 5,308 shares of First Trust North American Energy Infrastructure Fund worth $231K as of Q2 2026.
Peterson Wealth Advisors bought 22 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $959.
First Trust North American Energy Infrastructure Fund made up 0.03% of Peterson Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Peterson Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and has held it in 35 quarters since.
Peterson Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $6.59M in Q2 2021.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.