Salem Investment Counselors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Salem Investment Counselors’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 Q3	–	Sell	-503	Closed	-$21.9K	–	623
2026 Q2	$21.9K	Hold	503	–	–	﹤0.01%	758
2026 Q1	$22K	Buy	+503	New	+$20.9K	﹤0.01%	729
2025 Q4	–	Sell	-588	Closed	-$22.5K	–	611
2025 Q3	$22.5K	Buy	+588	New	+$22.2K	﹤0.01%	725
2021 Q4	–	Sell	-418	Closed	-$10K	–	1077
2021 Q3	$10K	Buy	+418	New	+$10.2K	﹤0.01%	761

Other funds holding EMLP

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Salem Investment Counselors's EMLP Position: Q3 2026 in Review

Salem Investment Counselors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2026, closing a stake of 503 shares — an estimated $21.9K sold.

Salem Investment Counselors first reported a position in EMLP in Q3 2021 and held it in 4 quarters. The position peaked at $22.5K in Q3 2025. 40 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Salem Investment Counselors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 503 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $21.9K.
Salem Investment Counselors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2021 and held it in 4 quarters.
Salem Investment Counselors's First Trust North American Energy Infrastructure Fund position peaked at $22.5K in Q3 2025.
40 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.