Spire Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Spire Wealth 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	$10.5K	Sell	240 -1	-0.4%	-$44	﹤0.01%	1639
2026 Q1	$10.5K	Buy	+241	New	+$10K	﹤0.01%	1597
2025 Q4	–	Sell	-328	Closed	-$12.5K	–	2355
2025 Q3	$12.5K	Buy	+328	New	+$12.4K	﹤0.01%	1672
2023 Q4	–	Sell	-4,604	Closed	-$122K	–	2396
2023 Q3	$122K	Sell	4,604 -146	-3%	-$4.01K	﹤0.01%	886
2023 Q2	$128K	Buy	4,750 +54	+1%	+$1.45K	﹤0.01%	890
2023 Q1	$125K	Buy	4,696 +188	+4%	+$5.06K	﹤0.01%	894
2022 Q4	$120K	Buy	4,508 +48	+1%	+$1.27K	0.01%	691
2022 Q3	$111K	Sell	4,460 -752	-14%	-$20.5K	0.01%	677
2022 Q2	$134K	Sell	5,212 -10,543	-67%	-$287K	0.01%	917
2022 Q1	$451K	Sell	15,755 -39,429	-71%	-$1.02M	0.01%	607
2021 Q4	$1.38M	Buy	55,184 +7,099	+15%	+$175K	0.03%	386
2021 Q3	$1.14M	Sell	48,085 -5,791	-11%	-$141K	0.03%	381
2021 Q2	$1.32M	Buy	53,876 +3,834	+8%	+$92.9K	0.04%	360
2021 Q1	$1.15M	Buy	+50,042	New	+$1.1M	0.03%	398

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

Spire Wealth Management's EMLP Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.41% in Q2 2026, selling an estimated $44 and leaving 240 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Spire Wealth Management first reported a position in EMLP in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2021. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Spire Wealth Management held 240 shares of First Trust North American Energy Infrastructure Fund worth $10.5K as of Q2 2026.
Spire Wealth Management sold 1 First Trust North American Energy Infrastructure Fund share in Q2 2026, an estimated $44.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1639 holding.
Spire Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2021 and has held it in 14 quarters since.
Spire Wealth Management's First Trust North American Energy Infrastructure Fund position peaked at $1.38M in Q4 2021.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.