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	–	1145
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	–	338
2016 Q4	$153K	Buy	+6,016	New	+$149K	0.05%	219

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

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

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

CAM

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

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

CIA

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

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

WANY

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

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

Sowell Financial Services's EMLP Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2021, closing a stake of 592 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in EMLP in Q4 2016 and held it in 9 quarters. The position peaked at $263K in Q4 2019. 234 funds tracked by Wall St. Rank hold EMLP as of Q2 2021.

Sowell Financial Services reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 592 First Trust North American Energy Infrastructure Fund shares in Q2 2021, an estimated $14K.
Sowell Financial Services first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's First Trust North American Energy Infrastructure Fund position peaked at $263K in Q4 2019.
234 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.