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

Robertson Stephens 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 Q2	$225K	Hold	5,173	–	–	0.01%	595
2026 Q1	$226K	Buy	+5,173	New	+$215K	0.01%	565
2025 Q3	–	Sell	-5,658	Closed	-$212K	–	546
2025 Q2	$212K	Buy	+5,658	New	+$207K	0.01%	526

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

Robertson Stephens Wealth Management's EMLP Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 5,173 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #595.

Robertson Stephens Wealth Management first reported a position in EMLP in Q2 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Robertson Stephens Wealth Management held 5,173 shares of First Trust North American Energy Infrastructure Fund worth $225K as of Q2 2026.
Robertson Stephens Wealth Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
First Trust North American Energy Infrastructure Fund made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #595 holding.
Robertson Stephens Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2025 and has held it in 3 quarters since.
Robertson Stephens Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $226K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.