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 Q2	$230K	Sell	5,297 -213,304	-98%	-$9.3M	0.01%	294
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 $1.89T 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

Strategic Wealth Partners's EMLP Position: Q2 2026 in Review

Strategic Wealth Partners reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 98% in Q2 2026, selling an estimated $9.3M and leaving 5,297 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #294.

Strategic Wealth Partners first reported a position in EMLP in Q1 2018 and has held it in 12 quarters since. The position peaked at $9.54M in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Strategic Wealth Partners held 5,297 shares of First Trust North American Energy Infrastructure Fund worth $230K as of Q2 2026.
Strategic Wealth Partners sold 213,304 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $9.3M.
First Trust North American Energy Infrastructure Fund made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #294 holding.
Strategic Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2018 and has held it in 12 quarters since.
Strategic Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $9.54M in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.