Prime Capital Investment Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Prime Capital Investment Advisors’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 Q2	$5.25M	Sell	120,778 -4,453	-4%	-$194K	0.05%	229
2026 Q1	$5.47M	Buy	125,231 +3,161	+3%	+$132K	0.06%	212
2025 Q4	$4.62M	Buy	122,070 +6,503	+6%	+$248K	0.06%	213
2025 Q3	$4.43M	Buy	115,567 +3,253	+3%	+$123K	0.06%	216
2025 Q2	$4.21M	Buy	+112,314	New	+$4.11M	0.06%	221

Other funds holding EMLP

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

AlTi Global New York $4.84B AUM 25.68% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Prime Capital Investment Advisors's EMLP Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 3.6% in Q2 2026, selling an estimated $194K and leaving 120,778 shares worth $5.25M. The position accounts for 0.05% of the portfolio, ranked #229.

Prime Capital Investment Advisors first reported a position in EMLP in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.47M in Q1 2026. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Prime Capital Investment Advisors held 120,778 shares of First Trust North American Energy Infrastructure Fund worth $5.25M as of Q2 2026.
Prime Capital Investment Advisors sold 4,453 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $194K.
First Trust North American Energy Infrastructure Fund made up 0.05% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #229 holding.
Prime Capital Investment Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 5 quarters since.
Prime Capital Investment Advisors's First Trust North American Energy Infrastructure Fund position peaked at $5.47M in Q1 2026.
376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.