Rehmann Capital Advisory Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Rehmann Capital Advisory 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	$809K	Buy	18,586 +5,500	+42%	+$240K	0.04%	312
2026 Q1	$571K	Buy	13,086 +1,789	+16%	+$74.5K	0.03%	367
2025 Q4	$428K	Buy	11,297 +4,822	+74%	+$184K	0.02%	432
2025 Q3	$248K	Buy	6,475 +792	+14%	+$29.9K	0.01%	560
2025 Q2	$213K	Buy	+5,683	New	+$208K	0.01%	568

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

Rehmann Capital Advisory Group's EMLP Position: Q2 2026 in Review

Rehmann Capital Advisory Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 42% in Q2 2026, buying an estimated $240K and bringing the position to 18,586 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #312.

Rehmann Capital Advisory Group first reported a position in EMLP in Q2 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Rehmann Capital Advisory Group held 18,586 shares of First Trust North American Energy Infrastructure Fund worth $809K as of Q2 2026.
Rehmann Capital Advisory Group bought 5,500 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $240K.
First Trust North American Energy Infrastructure Fund made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #312 holding.
Rehmann Capital Advisory Group first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 5 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.