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SFG Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

SFG Wealth Management’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
2022
Q4 		– Sell
-17,236
Closed -$429K – 82
2022
Q3 		$429K Buy
+17,236
New +$469K 0.58% 38

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG Wealth Management's EMLP Position: Q4 2022 in Review

SFG Wealth Management sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2022, closing a stake of 17,236 shares — an estimated $429K sold.

SFG Wealth Management first reported a position in EMLP in Q3 2022 and held it in 1 quarter. The position peaked at $429K in Q3 2022. 302 funds tracked by Wall St. Rank hold EMLP as of Q4 2022.

  • SFG Wealth Management reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • SFG Wealth Management sold 17,236 First Trust North American Energy Infrastructure Fund shares in Q4 2022, an estimated $429K.
  • SFG Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2022 and held it in 1 quarter.
  • SFG Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $429K in Q3 2022.
  • 302 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2022.

Based on SFG Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.