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Prasad Wealth Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Prasad Wealth Partners’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
Q1 		– Sell
-222,641
Closed -$8.43M – 150
2025
Q4 		$8.43M Sell
222,641
-6,420
-3% -$245K 2.25% 18
2025
Q3 		$8.77M Sell
229,061
-3,382
-1% -$128K 2.44% 16
2025
Q2 		$8.72M Buy
232,443
+61,719
+36% +$2.26M 2.55% 14
2025
Q1 		$6.4M Buy
+170,724
New +$6.32M 2.09% 19

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Prasad Wealth Partners's EMLP Position: Q1 2026 in Review

Prasad Wealth Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 222,641 shares — an estimated $8.43M sold.

Prasad Wealth Partners first reported a position in EMLP in Q1 2025 and held it in 4 quarters. The position peaked at $8.77M in Q3 2025. 388 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Prasad Wealth Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • Prasad Wealth Partners sold 222,641 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $8.43M.
  • Prasad Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2025 and held it in 4 quarters.
  • Prasad Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $8.77M in Q3 2025.
  • 388 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.