Sound Income Strategies’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sound Income Strategies’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	–	Sell	-952	Closed	-$41.4K	–	1016
2026 Q1	$41.4K	Hold	952	–	–	﹤0.01%	887
2025 Q4	$37.4K	Buy	952 +950	+47,500%	+$36.2K	﹤0.01%	905
2025 Q3	$76	Buy	+2	New	+$75	﹤0.01%	1630
2024 Q3	–	Sell	-148	Closed	-$4.51K	–	1431
2024 Q2	$4.51K	Hold	148	–	–	﹤0.01%	963
2024 Q1	$4.37K	Hold	148	–	–	﹤0.01%	932
2023 Q4	$4.1K	Hold	148	–	–	﹤0.01%	927
2023 Q3	$3.91K	Sell	148 -122	-45%	-$3.35K	﹤0.01%	796
2023 Q2	$7.29K	Buy	270 +122	+82%	+$3.28K	﹤0.01%	653
2023 Q1	$3.94K	Hold	148	–	–	﹤0.01%	732
2022 Q4	$3.95K	Sell	148 -37	-20%	-$983	﹤0.01%	674
2022 Q3	$5K	Hold	185	–	–	﹤0.01%	584
2022 Q2	$5K	Buy	185 +37	+25%	+$1.01K	﹤0.01%	583
2022 Q1	$4K	Hold	148	–	–	﹤0.01%	618
2021 Q4	$4K	Hold	148	–	–	﹤0.01%	619
2021 Q3	$4K	Hold	148	–	–	﹤0.01%	593
2021 Q2	$4K	Hold	148	–	–	﹤0.01%	624
2021 Q1	$3.38K	Buy	+148	New	+$3.27K	﹤0.01%	685

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

Sound Income Strategies's EMLP Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2026, closing a stake of 952 shares — an estimated $41.4K sold.

Sound Income Strategies first reported a position in EMLP in Q1 2021 and held it in 17 quarters. The position peaked at $41.4K in Q1 2026. 376 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Sound Income Strategies reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 952 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $41.4K.
Sound Income Strategies first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2021 and held it in 17 quarters.
Sound Income Strategies's First Trust North American Energy Infrastructure Fund position peaked at $41.4K in Q1 2026.
376 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.