StoneX Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

StoneX Group’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 Q1	–	Sell	-17,190	Closed	-$360K	–	418
2020 Q4	$360K	Buy	17,190 +323	+2%	+$6.71K	0.08%	238
2020 Q3	$321K	Buy	16,867 +4,169	+33%	+$84.2K	0.1%	220
2020 Q2	$253K	Buy	+12,698	New	+$256K	0.1%	236
2020 Q1	–	Sell	-76,776	Closed	-$1.96M	–	259
2019 Q4	$1.96M	Buy	+76,776	New	+$1.91M	0.8%	30

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAM

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

CIA

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

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

WANY

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

StoneX Group's EMLP Position: Q1 2021 in Review

StoneX Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2021, closing a stake of 17,190 shares — an estimated $360K sold.

StoneX Group first reported a position in EMLP in Q4 2019 and held it in 4 quarters. The position peaked at $1.96M in Q4 2019. 226 funds tracked by Wall St. Rank hold EMLP as of Q1 2021.

StoneX Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
StoneX Group sold 17,190 First Trust North American Energy Infrastructure Fund shares in Q1 2021, an estimated $360K.
StoneX Group first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and held it in 4 quarters.
StoneX Group's First Trust North American Energy Infrastructure Fund position peaked at $1.96M in Q4 2019.
226 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2021.

Based on StoneX Group's 13F filing for Q1 2021, filed 23 Jun 2021.