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

Sanctuary 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
2026 Q1	$3.51M	Buy	80,290 +6,594	+9%	+$274K	0.02%	678
2025 Q4	$2.79M	Buy	73,696 +2,957	+4%	+$113K	0.02%	761
2025 Q3	$2.71M	Sell	70,739 -942	-1%	-$35.6K	0.02%	748
2025 Q2	$2.69M	Sell	71,681 -3,462	-5%	-$127K	0.02%	720
2025 Q1	$2.82M	Sell	75,143 -3,424	-4%	-$127K	0.02%	651
2024 Q4	$2.93M	Buy	78,567 +581	+0.7%	+$20.6K	0.02%	711
2024 Q3	$2.95M	Sell	77,986 -6,570	-8%	-$211K	0.02%	701
2024 Q2	$2.5M	Buy	+84,556	New	+$2.54M	0.02%	710

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