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 Q1	$31K	Buy	+709	New	+$29.5K	﹤0.01%	608

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 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 $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

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

CPO

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

SHP Wealth Management's EMLP Position: Q1 2026 in Review

SHP Wealth Management opened a new position in First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026: 709 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

387 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

SHP Wealth Management held 709 shares of First Trust North American Energy Infrastructure Fund worth $31K as of Q1 2026.
First Trust North American Energy Infrastructure Fund was a new SHP Wealth Management position in Q1 2026.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #608 holding.
387 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.