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 $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

Pitti Group Wealth Management's EMLP Position: Q4 2023 in Review

Pitti Group Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2023, closing a stake of 14,335 shares — an estimated $379K sold.

Pitti Group Wealth Management first reported a position in EMLP in Q4 2021 and held it in 8 quarters. The position peaked at $621K in Q4 2021. 283 funds tracked by Wall St. Rank hold EMLP as of Q4 2023.

Pitti Group Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2023 after selling out during the quarter.
Pitti Group Wealth Management sold 14,335 First Trust North American Energy Infrastructure Fund shares in Q4 2023, an estimated $379K.
Pitti Group Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and held it in 8 quarters.
Pitti Group Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $621K in Q4 2021.
283 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2023.

Based on Pitti Group Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.