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Sage Mountain Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sage Mountain Advisors’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
2025
Q1 		– Sell
-10,652
Closed -$380K – 500
2024
Q4 		$380K Buy
+10,652
New +$377K 0.03% 253

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AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Mountain Advisors's EMLP Position: Q1 2025 in Review

Sage Mountain Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2025, closing a stake of 10,652 shares — an estimated $380K sold.

Sage Mountain Advisors first reported a position in EMLP in Q4 2024 and held it in 1 quarter. The position peaked at $380K in Q4 2024. 348 funds tracked by Wall St. Rank hold EMLP as of Q1 2025.

  • Sage Mountain Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 10,652 First Trust North American Energy Infrastructure Fund shares in Q1 2025, an estimated $380K.
  • Sage Mountain Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's First Trust North American Energy Infrastructure Fund position peaked at $380K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2025.

Based on Sage Mountain Advisors's 13F filing for Q1 2025, filed 2 May 2025.