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 Q3	$3.71M	Sell	90,453 -750	-0.8%	-$32.8K	0.57%	49
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	$1.78M	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Cerity Partners OCIO New York $1.89B AUM 17.33% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Proactive Wealth Strategies's EMLP Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.82% in Q3 2026, selling an estimated $32.8K and leaving 90,453 shares worth $3.71M. The position accounts for 0.57% of the portfolio, ranked #49.

Proactive Wealth Strategies first reported a position in EMLP in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.99M in Q1 2026. 334 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Proactive Wealth Strategies held 90,453 shares of First Trust North American Energy Infrastructure Fund worth $3.71M as of Q3 2026.
Proactive Wealth Strategies sold 750 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $32.8K.
First Trust North American Energy Infrastructure Fund made up 0.57% of Proactive Wealth Strategies's portfolio in Q3 2026, its #49 holding.
Proactive Wealth Strategies first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2025 and has held it in 7 quarters since.
Proactive Wealth Strategies's First Trust North American Energy Infrastructure Fund position peaked at $3.99M in Q1 2026.
334 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.