Smartleaf Asset Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Smartleaf Asset 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	$7.07K	Sell	161 -22	-12%	-$916	﹤0.01%	2487
2025 Q4	$6.96K	Buy	183 +154	+531%	+$5.87K	﹤0.01%	2558
2025 Q3	$1.11K	Hold	29	–	–	﹤0.01%	2725
2025 Q2	$1.08K	Sell	29 -548	-95%	-$20.1K	﹤0.01%	2466
2025 Q1	$21.5K	Hold	577	–	–	﹤0.01%	1573
2024 Q4	$20.5K	Buy	577 +548	+1,890%	+$19.4K	﹤0.01%	1622
2024 Q3	$970	Hold	29	–	–	﹤0.01%	2665
2024 Q2	$882	Hold	29	–	–	﹤0.01%	2444
2024 Q1	$848	Hold	29	–	–	﹤0.01%	1647
2023 Q4	$802	Buy	+29	New	+$781	﹤0.01%	1052

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