Planned Solutions’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-79	Closed	-$2.65K	–	256
2024 Q3	$2.65K	Buy	+79	New	+$2.54K	﹤0.01%	535
2024 Q1	–	Sell	-79	Closed	-$2.19K	–	215
2023 Q4	$2.19K	Buy	+79	New	+$2.13K	﹤0.01%	502
2021 Q1	–	Sell	-79	Closed	-$2K	–	160
2020 Q4	$2K	Hold	79	–	–	﹤0.01%	430
2020 Q3	$2K	Buy	+79	New	+$1.6K	﹤0.01%	309

Other funds holding EMLP

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

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

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

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

CAM

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

WANY

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's EMLP Position: Q4 2024 in Review

Planned Solutions sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2024, closing a stake of 79 shares — an estimated $2.65K sold.

Planned Solutions first reported a position in EMLP in Q3 2020 and held it in 4 quarters. The position peaked at $2.65K in Q3 2024. 341 funds tracked by Wall St. Rank hold EMLP as of Q4 2024.

Planned Solutions reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 79 First Trust North American Energy Infrastructure Fund shares in Q4 2024, an estimated $2.65K.
Planned Solutions first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2020 and held it in 4 quarters.
Planned Solutions's First Trust North American Energy Infrastructure Fund position peaked at $2.65K in Q3 2024.
341 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.