Puff Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Puff Wealth Management’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	$1.65M	Sell	40,276 -8,674	-18%	-$379K	1.56%	20
2026 Q2	$2.13M	Buy	+48,950	New	+$2.13M	2.17%	14
2025 Q4	$2.04M	Sell	53,252 -6,621	-11%	-$253K	2.63%	11
2025 Q3	$2.29M	Sell	59,873 -3,318	-5%	-$125K	3.48%	10
2025 Q2	$2.37M	Sell	63,191 -6,462	-9%	-$236K	1.73%	16
2025 Q1	$2.61M	Buy	69,653 +3,133	+5%	+$116K	2.45%	11
2024 Q4	$2.37M	Buy	+66,520	New	+$2.36M	4.13%	8

Other funds holding EMLP

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Puff Wealth Management's EMLP Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 18% in Q3 2026, selling an estimated $379K and leaving 40,276 shares worth $1.65M. The position accounts for 1.56% of the portfolio, ranked #20.

Puff Wealth Management first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61M in Q1 2025. 37 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Puff Wealth Management held 40,276 shares of First Trust North American Energy Infrastructure Fund worth $1.65M as of Q3 2026.
Puff Wealth Management sold 8,674 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $379K.
First Trust North American Energy Infrastructure Fund made up 1.56% of Puff Wealth Management's portfolio in Q3 2026, its #20 holding.
Puff Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $2.61M in Q1 2025.
37 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.