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 Q2	$7.05K	Hold	161	–	–	﹤0.01%	2532
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 $1.89T 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

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

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

Smartleaf Asset Management's EMLP Position: Q2 2026 in Review

Smartleaf Asset Management held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 161 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Smartleaf Asset Management first reported a position in EMLP in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.5K in Q1 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Smartleaf Asset Management held 161 shares of First Trust North American Energy Infrastructure Fund worth $7.05K as of Q2 2026.
Smartleaf Asset Management left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2532 holding.
Smartleaf Asset Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's First Trust North American Energy Infrastructure Fund position peaked at $21.5K in Q1 2025.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.