Strategic Wealth Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Strategic Wealth Partners’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 Q1	$9.54M	Buy	218,601 +14,050	+7%	+$585K	0.66%	54
2025 Q4	$7.75M	Buy	204,551 +19,945	+11%	+$761K	0.53%	57
2025 Q3	$7.07M	Buy	184,606 +4,727	+3%	+$178K	0.53%	63
2025 Q2	$6.75M	Buy	+179,879	New	+$6.58M	0.53%	63
2019 Q4	–	Sell	-3,760	Closed	-$95	–	235
2019 Q3	$95	Hold	3,760	–	–	﹤0.01%	271
2019 Q2	$94K	Sell	3,760 -774	-17%	-$19.2K	0.05%	185
2019 Q1	$112K	Sell	4,534 -763	-14%	-$18.1K	0.05%	172
2018 Q4	$120K	Buy	5,297 +1,931	+57%	+$44.3K	0.06%	157
2018 Q3	$79K	Sell	3,366 -16,696	-83%	-$398K	0.04%	196
2018 Q2	$466K	Sell	20,062 -33,519	-63%	-$758K	0.27%	93
2018 Q1	$1.17M	Buy	+53,581	New	+$1.26M	0.6%	44

Other funds holding EMLP

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

CIA

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

CAM

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

WANY

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

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Strategic Wealth Partners's EMLP Position: Q1 2026 in Review

Strategic Wealth Partners increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 6.9% in Q1 2026, buying an estimated $585K and bringing the position to 218,601 shares worth $9.54M. The position accounts for 0.66% of the portfolio, ranked #54.

Strategic Wealth Partners first reported a position in EMLP in Q1 2018 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Strategic Wealth Partners held 218,601 shares of First Trust North American Energy Infrastructure Fund worth $9.54M as of Q1 2026.
Strategic Wealth Partners bought 14,050 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $585K.
First Trust North American Energy Infrastructure Fund made up 0.66% of Strategic Wealth Partners's portfolio in Q1 2026, its #54 holding.
Strategic Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2018 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.