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

Stratos 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	$347K	Buy	7,981 +20	+0.3%	+$872	﹤0.01%	1327
2026 Q1	$348K	Sell	7,961 -178	-2%	-$7.41K	﹤0.01%	1242
2025 Q4	$308K	Sell	8,139 -34	-0.4%	-$1.3K	﹤0.01%	1278
2025 Q3	$313K	Sell	8,173 -5,710	-41%	-$216K	﹤0.01%	1234
2025 Q2	$521K	Buy	13,883 +140	+1%	+$5.12K	0.01%	911
2025 Q1	$515K	Buy	13,743 +4,940	+56%	+$183K	0.01%	875
2024 Q4	$314K	Buy	8,803 +111	+1%	+$3.93K	﹤0.01%	1130
2024 Q3	$292K	Buy	8,692 +843	+11%	+$27.1K	﹤0.01%	1164
2024 Q2	$239K	Sell	7,849 -80	-1%	-$2.4K	﹤0.01%	1190
2024 Q1	$234K	Sell	7,929 -1,996	-20%	-$55.7K	﹤0.01%	1218
2023 Q4	$275K	Buy	+9,925	New	+$267K	0.01%	1125
2022 Q4	–	Sell	-11,471	Closed	-$285K	–	1155
2022 Q3	$285K	Buy	+11,471	New	+$312K	0.01%	886
2020 Q4	–	Sell	-10,558	Closed	-$201K	–	1089
2020 Q3	$201K	Sell	10,558 -1,663	-14%	-$33.6K	0.01%	920
2020 Q2	$244K	Sell	12,221 -951	-7%	-$19.2K	0.01%	831
2020 Q1	$234K	Sell	13,172 -24,423	-65%	-$571K	0.01%	763
2019 Q4	$958K	Buy	37,595 +1,428	+4%	+$35.5K	0.04%	401
2019 Q3	$926K	Buy	36,167 +156	+0.4%	+$3.94K	0.04%	387
2019 Q2	$906K	Sell	36,011 -23	-0.1%	-$572	0.04%	396
2019 Q1	$891K	Buy	36,034 +27	+0.1%	+$640	0.04%	393
2018 Q4	$772K	Sell	36,007 -16,466	-31%	-$378K	0.04%	393
2018 Q3	$1.23M	Sell	52,473 -70,813	-57%	-$1.69M	0.06%	287
2018 Q2	$2.86M	Buy	123,286 +8,711	+8%	+$197K	0.13%	182
2018 Q1	$2.51M	Sell	114,575 -10,183	-8%	-$239K	0.11%	207
2017 Q4	$3.06M	Buy	124,758 +100,783	+420%	+$2.48M	0.14%	156
2017 Q3	$595K	Sell	23,975 -1,747	-7%	-$43.5K	0.03%	468
2017 Q2	$631K	Sell	25,722 -881	-3%	-$22K	0.03%	398
2017 Q1	$673K	Buy	26,603 +7,474	+39%	+$189K	0.04%	355
2016 Q4	$483K	Buy	19,129 +2,741	+17%	+$67.7K	0.03%	400
2016 Q3	$415K	Buy	16,388 +5,298	+48%	+$132K	0.03%	399
2016 Q2	$274K	Buy	+11,090	New	+$256K	0.02%	475

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

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

Stratos Wealth Partners increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.25% in Q2 2026, buying an estimated $872 and bringing the position to 7,981 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Stratos Wealth Partners first reported a position in EMLP in Q2 2016 and has held it in 30 quarters since. The position peaked at $3.06M in Q4 2017. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Stratos Wealth Partners held 7,981 shares of First Trust North American Energy Infrastructure Fund worth $347K as of Q2 2026.
Stratos Wealth Partners bought 20 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $872.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1327 holding.
Stratos Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2016 and has held it in 30 quarters since.
Stratos Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $3.06M in Q4 2017.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.