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

Prosperity Financial 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	$544K	Buy	12,509 +96	+0.8%	+$4.19K	0.17%	119
2026 Q1	$542K	Buy	12,413 +50	+0.4%	+$2.08K	0.2%	113
2025 Q4	$468K	Buy	12,363 +2,756	+29%	+$105K	0.17%	116
2025 Q3	$368K	Sell	9,607 -369	-4%	-$13.9K	0.13%	122
2025 Q2	$374K	Sell	9,976 -401	-4%	-$14.7K	0.16%	116
2025 Q1	$389K	Buy	10,377 +178	+2%	+$6.59K	0.19%	108
2024 Q4	$364K	Buy	10,199 +544	+6%	+$19.3K	0.18%	110
2024 Q3	$324K	Buy	9,655 +442	+5%	+$14.2K	0.18%	107
2024 Q2	$281K	Sell	9,213 -503	-5%	-$15.1K	0.18%	109
2024 Q1	$287K	Sell	9,716 -13,128	-57%	-$366K	0.18%	113
2023 Q4	$633K	Sell	22,844 -871	-4%	-$23.5K	0.44%	53
2023 Q3	$627K	Sell	23,715 -23,044	-49%	-$632K	0.52%	47
2023 Q2	$1.26M	Sell	46,759 -28	-0.1%	-$753	1.11%	22
2023 Q1	$1.25M	Buy	46,787 +4,090	+10%	+$110K	1.26%	19
2022 Q4	$1.14M	Buy	+42,697	New	+$1.13M	1.23%	19

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 Financial Group's EMLP Position: Q2 2026 in Review

Prosperity Financial Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.77% in Q2 2026, buying an estimated $4.19K and bringing the position to 12,509 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #119.

Prosperity Financial Group first reported a position in EMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.26M in Q2 2023. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Prosperity Financial Group held 12,509 shares of First Trust North American Energy Infrastructure Fund worth $544K as of Q2 2026.
Prosperity Financial Group bought 96 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $4.19K.
First Trust North American Energy Infrastructure Fund made up 0.17% of Prosperity Financial Group's portfolio in Q2 2026, its #119 holding.
Prosperity Financial Group first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2022 and has held it in 15 quarters since.
Prosperity Financial Group's First Trust North American Energy Infrastructure Fund position peaked at $1.26M in Q2 2023.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.