Prosperity Consulting Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Prosperity Consulting Group’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	$3.52M	Buy	80,812 +3,154	+4%	+$138K	0.13%	115
2026 Q1	$3.39M	Buy	77,658 +3,102	+4%	+$129K	0.15%	108
2025 Q4	$2.82M	Sell	74,556 -1,778	-2%	-$67.8K	0.13%	123
2025 Q3	$2.92M	Sell	76,334 -156	-0.2%	-$5.89K	0.14%	120
2025 Q2	$2.87M	Buy	76,490 +777	+1%	+$28.4K	0.21%	108
2025 Q1	$2.84M	Buy	75,713 +2,437	+3%	+$90.2K	0.22%	104
2024 Q4	$2.61M	Buy	73,276 +14,083	+24%	+$499K	0.2%	118
2024 Q3	$1.99M	Buy	+59,193	New	+$1.9M	0.16%	151

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

Prosperity Consulting Group's EMLP Position: Q2 2026 in Review

Prosperity Consulting Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 4.1% in Q2 2026, buying an estimated $138K and bringing the position to 80,812 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #115.

Prosperity Consulting Group first reported a position in EMLP in Q3 2024 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Prosperity Consulting Group held 80,812 shares of First Trust North American Energy Infrastructure Fund worth $3.52M as of Q2 2026.
Prosperity Consulting Group bought 3,154 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $138K.
First Trust North American Energy Infrastructure Fund made up 0.13% of Prosperity Consulting Group's portfolio in Q2 2026, its #115 holding.
Prosperity Consulting Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 8 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.