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Retirement Planning Group (Kansas)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Retirement Planning Group (Kansas)’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 		$499K Buy
+11,437
New +$476K 0.02% 298

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

Retirement Planning Group (Kansas)'s EMLP Position: Q1 2026 in Review

Retirement Planning Group (Kansas) opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026: 11,437 shares worth $499K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings.

387 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Retirement Planning Group (Kansas) held 11,437 shares of First Trust North American Energy Infrastructure Fund worth $499K as of Q1 2026.
  • First Trust North American Energy Infrastructure Fund was a new Retirement Planning Group (Kansas) position in Q1 2026.
  • First Trust North American Energy Infrastructure Fund made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #298 holding.
  • 387 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.