Salomon & Ludwin’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Salomon & Ludwin’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	$12K	Hold	275	–	–	﹤0.01%	1419
2025 Q4	$10.4K	Hold	275	–	–	﹤0.01%	1412
2025 Q3	$10.5K	Hold	275	–	–	﹤0.01%	1265
2025 Q2	$10.2K	Hold	275	–	–	﹤0.01%	483
2025 Q1	$10.3K	Hold	275	–	–	﹤0.01%	448
2024 Q4	$9.8K	Hold	275	–	–	﹤0.01%	449
2024 Q3	$9.24K	Hold	275	–	–	﹤0.01%	466
2024 Q2	$8.38K	Hold	275	–	–	﹤0.01%	467
2024 Q1	$8.12K	Hold	275	–	–	﹤0.01%	576
2023 Q4	$7.27K	Hold	275	–	–	﹤0.01%	533
2023 Q3	$7.27K	Buy	+275	New	+$7.55K	﹤0.01%	531

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return