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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$263K	Buy	7,023 +12	+0.2%	+$450	0.04%	86
2025 Q1	$238K	Sell	7,011 -842	-11%	-$28.6K	0.05%	81
2024 Q4	$283K	Sell	7,853 -1,226	-14%	-$44.2K	0.05%	73
2024 Q3	$305K	Sell	9,079 -960	-10%	-$32.3K	0.06%	65
2024 Q2	$306K	Sell	10,039 -153	-2%	-$4.66K	0.06%	63
2024 Q1	$301K	Sell	10,192 -182	-2%	-$5.37K	0.06%	57
2023 Q4	$287K	Sell	10,374 -196	-2%	-$5.43K	0.07%	57
2023 Q3	$279K	Sell	10,570 -199	-2%	-$5.26K	0.08%	53
2023 Q2	$292K	Sell	10,769 -4,658	-30%	-$126K	0.08%	52
2023 Q1	$411K	Sell	15,427 -522	-3%	-$13.9K	0.11%	47
2022 Q4	$426K	Sell	15,949 -4,295	-21%	-$115K	0.13%	45
2022 Q3	$504K	Sell	20,244 -4,662	-19%	-$116K	0.17%	37
2022 Q2	$641K	Sell	24,906 -5,730	-19%	-$147K	0.21%	31
2022 Q1	$848K	Sell	30,636 -4,134	-12%	-$114K	0.25%	28
2021 Q4	$868K	Sell	34,770 -7,622	-18%	-$190K	0.25%	28
2021 Q3	$1M	Sell	42,392 -227,218	-84%	-$5.38M	0.33%	25
2021 Q2	$6.6M	Buy	269,610 +24,929	+10%	+$610K	2.34%	10
2021 Q1	$5.58M	Buy	244,681 +17,514	+8%	+$399K	2.27%	10
2020 Q4	$4.76M	Buy	227,167 +15,461	+7%	+$324K	2.1%	12
2020 Q3	$4.03M	Buy	211,706 +8,208	+4%	+$156K	2.07%	12
2020 Q2	$4.06M	Buy	203,498 +7,464	+4%	+$149K	2.16%	12
2020 Q1	$3.49M	Buy	196,034 +33,870	+21%	+$602K	2.26%	11
2019 Q4	$4.13M	Buy	162,164 +127	+0.1%	+$3.24K	2.36%	11
2019 Q3	$4.15M	Buy	162,037 +4,096	+3%	+$105K	2.54%	11
2019 Q2	$3.97M	Buy	157,941 +7,719	+5%	+$194K	2.51%	11
2019 Q1	$3.74M	Buy	150,222 +12,210	+9%	+$304K	2.5%	11
2018 Q4	$2.96M	Buy	138,012 +16,619	+14%	+$356K	2.34%	12
2018 Q3	$2.85M	Buy	121,393 +6,779	+6%	+$159K	2.08%	12
2018 Q2	$2.66M	Buy	114,614 +4,953	+5%	+$115K	2.16%	13
2018 Q1	$2.4M	Buy	109,661 +68,268	+165%	+$1.5M	1.98%	13
2017 Q4	$1.02M	Buy	+41,393	New	+$1.02M	0.92%	19