Smart Money Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Smart Money Group’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
2020 Q4	–	Sell	-104,864	Closed	-$2M	–	65
2020 Q3	$2M	Buy	104,864 +52,159	+99%	+$1.05M	0.86%	42
2020 Q2	$1.05M	Buy	52,705 +174	+0.3%	+$3.51K	0.62%	41
2020 Q1	$935K	Buy	52,531 +1,013	+2%	+$23.7K	0.66%	43
2019 Q4	$1.31M	Sell	51,518 -777	-1%	-$19.3K	0.77%	36
2019 Q3	$1.34M	Sell	52,295 -89	-0.2%	-$2.25K	1.07%	27
2019 Q2	$1.32M	Sell	52,384 -135	-0.3%	-$3.36K	1.09%	28
2019 Q1	$1.3M	Buy	+52,519	New	+$1.24M	1.13%	29

Other funds holding EMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Smart Money Group's EMLP Position: Q4 2020 in Review

Smart Money Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2020, closing a stake of 104,864 shares — an estimated $2M sold.

Smart Money Group first reported a position in EMLP in Q1 2019 and held it in 7 quarters. The position peaked at $2M in Q3 2020. 231 funds tracked by Wall St. Rank hold EMLP as of Q4 2020.

Smart Money Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 104,864 First Trust North American Energy Infrastructure Fund shares in Q4 2020, an estimated $2M.
Smart Money Group first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2019 and held it in 7 quarters.
Smart Money Group's First Trust North American Energy Infrastructure Fund position peaked at $2M in Q3 2020.
231 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.