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

Pitti Group 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
2023 Q4	–	Sell	-14,335	Closed	-$379K	–	61
2023 Q3	$379K	Buy	14,335 +539	+4%	+$14.8K	0.43%	45
2023 Q2	$372K	Buy	13,796 +2,637	+24%	+$70.9K	0.42%	48
2023 Q1	$297K	Sell	11,159 -100	-0.9%	-$2.69K	0.33%	58
2022 Q4	$301K	Sell	11,259 -194	-2%	-$5.15K	0.36%	55
2022 Q3	$285K	Sell	11,453 -138	-1%	-$3.75K	0.39%	53
2022 Q2	$298K	Sell	11,591 -543	-4%	-$14.8K	0.41%	51
2022 Q1	$336K	Sell	12,134 -12,764	-51%	-$330K	0.39%	53
2021 Q4	$621K	Buy	+24,898	New	+$615K	0.69%	43

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return