Proactive Wealth Strategies’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Proactive Wealth Strategies’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	$3.97M	Sell	91,203 -177	-0.2%	-$7.72K	0.64%	46
2026 Q1	$3.99M	Buy	91,380 +45,003	+97%	+$1.87M	0.75%	40
2025 Q4	$1.76M	Sell	46,377 -1,193	-3%	-$45.5K	0.7%	46
2025 Q3	$1.82M	Buy	47,570 +247	+0.5%	+$9.32K	0.78%	45
2025 Q2	$1.77M	Buy	47,323 +4,301	+10%	+$157K	0.84%	44
2025 Q1	$1.61M	Buy	+43,022	New	+$1.59M	0.86%	40

Other funds holding EMLP

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Proactive Wealth Strategies's EMLP Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.19% in Q2 2026, selling an estimated $7.72K and leaving 91,203 shares worth $3.97M. The position accounts for 0.64% of the portfolio, ranked #46.

Proactive Wealth Strategies first reported a position in EMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.99M in Q1 2026. 239 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Proactive Wealth Strategies held 91,203 shares of First Trust North American Energy Infrastructure Fund worth $3.97M as of Q2 2026.
Proactive Wealth Strategies sold 177 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $7.72K.
First Trust North American Energy Infrastructure Fund made up 0.64% of Proactive Wealth Strategies's portfolio in Q2 2026, its #46 holding.
Proactive Wealth Strategies first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2025 and has held it in 6 quarters since.
Proactive Wealth Strategies's First Trust North American Energy Infrastructure Fund position peaked at $3.99M in Q1 2026.
239 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.