Strategic Wealth Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
+179,879
| New | +$6.75M | 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% | -$19.4K | 0.05% | 185 |
|
|
2019
Q1 | $112K | Sell |
4,534
-763
| -14% | -$18.8K | 0.05% | 172 |
|
|
2018
Q4 | $120K | Buy |
5,297
+1,931
| +57% | +$43.7K | 0.06% | 157 |
|
|
2018
Q3 | $79K | Sell |
3,366
-16,696
| -83% | -$392K | 0.04% | 196 |
|
|
2018
Q2 | $466K | Sell |
20,062
-33,519
| -63% | -$779K | 0.27% | 93 |
|
|
2018
Q1 | $1.17M | Buy |
+53,581
| New | +$1.17M | 0.6% | 44 |
|