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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Prosperity Consulting Group's EMLP Position: Q1 2026 in Review

Prosperity Consulting Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 4.2% in Q1 2026, buying an estimated $129K and bringing the position to 77,658 shares worth $3.39M. The position accounts for 0.15% of the portfolio, ranked #108.

Prosperity Consulting Group first reported a position in EMLP in Q3 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Prosperity Consulting Group held 77,658 shares of First Trust North American Energy Infrastructure Fund worth $3.39M as of Q1 2026.
  • Prosperity Consulting Group bought 3,102 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $129K.
  • First Trust North American Energy Infrastructure Fund made up 0.15% of Prosperity Consulting Group's portfolio in Q1 2026, its #108 holding.
  • Prosperity Consulting Group first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.