Sowell Financial Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-592	Closed	-$14K	–	1146
2021 Q1	$14K	Buy	592 +100	+20%	+$2.21K	﹤0.01%	2185
2020 Q4	$10K	Sell	492 -20	-4%	-$416	﹤0.01%	2002
2020 Q3	$10K	Buy	512 +314	+159%	+$6.34K	﹤0.01%	1802
2020 Q2	$4K	Sell	198 -2,817	-93%	-$56.8K	﹤0.01%	1953
2020 Q1	$54K	Sell	3,015 -7,288	-71%	-$171K	﹤0.01%	1029
2019 Q4	$263K	Buy	10,303 +2,721	+36%	+$67.7K	0.02%	628
2019 Q3	$194K	Buy	+7,582	New	+$192K	0.02%	654
2019 Q1	$203K	Buy	+8,190	New	+$194K	0.02%	520
2017 Q1	–	Sell	-6,016	Closed	-$153K	–	339
2016 Q4	$153K	Buy	+6,016	New	+$149K	0.05%	219

Other funds holding EMLP

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

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

Bank of America

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return