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

SHP 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
2026
Q2 		$27.6K Sell
634
-75
-11% -$3.27K ﹤0.01% 700
2026
Q1 		$31K Buy
+709
New +$29.5K ﹤0.01% 608

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

SHP Wealth Management's EMLP Position: Q2 2026 in Review

SHP Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 11% in Q2 2026, selling an estimated $3.27K and leaving 634 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

SHP Wealth Management first reported a position in EMLP in Q1 2026 and has held it in 2 quarters since. The position peaked at $31K in Q1 2026. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • SHP Wealth Management held 634 shares of First Trust North American Energy Infrastructure Fund worth $27.6K as of Q2 2026.
  • SHP Wealth Management sold 75 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $3.27K.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #700 holding.
  • SHP Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $31K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.