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 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 $1.66T 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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Rehmann Capital Advisory Group's EMLP Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 16% in Q1 2026, buying an estimated $74.5K and bringing the position to 13,086 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #367.

Rehmann Capital Advisory Group first reported a position in EMLP in Q2 2025 and has held it in 4 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Rehmann Capital Advisory Group held 13,086 shares of First Trust North American Energy Infrastructure Fund worth $571K as of Q1 2026.
Rehmann Capital Advisory Group bought 1,789 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $74.5K.
First Trust North American Energy Infrastructure Fund made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #367 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 4 quarters since.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.