Root Financial Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Root Financial Partners’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	–	Sell	-925	Closed	-$40.4K	–	1235
2026 Q1	$40.4K	Hold	925	–	–	﹤0.01%	973
2025 Q4	$35K	Buy	925 +7	+0.8%	+$267	﹤0.01%	866
2025 Q3	$35.1K	Buy	+918	New	+$34.7K	﹤0.01%	812

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

Root Financial Partners's EMLP Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 925 shares — an estimated $40.4K sold.

Root Financial Partners first reported a position in EMLP in Q3 2025 and held it in 3 quarters. The position peaked at $40.4K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Root Financial Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 925 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $40.4K.
Root Financial Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2025 and held it in 3 quarters.
Root Financial Partners's First Trust North American Energy Infrastructure Fund position peaked at $40.4K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.