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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
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
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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

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

Stratos Wealth Partners reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 2.2% in Q1 2026, selling an estimated $7.41K and leaving 7,961 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Stratos Wealth Partners first reported a position in EMLP in Q2 2016 and has held it in 29 quarters since. The position peaked at $3.06M in Q4 2017. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Stratos Wealth Partners held 7,961 shares of First Trust North American Energy Infrastructure Fund worth $348K as of Q1 2026.
  • Stratos Wealth Partners sold 178 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $7.41K.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1242 holding.
  • Stratos Wealth Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2016 and has held it in 29 quarters since.
  • Stratos Wealth Partners's First Trust North American Energy Infrastructure Fund position peaked at $3.06M in Q4 2017.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.