SS
EMLP icon

Sunbelt Securities’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Sunbelt Securities’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 		$994K Buy
22,775
+11,643
+105% +$485K 0.06% 261
2025
Q4 		$422K Buy
11,132
+1,209
+12% +$46.1K 0.03% 444
2025
Q3 		$380K Buy
9,923
+9,502
+2,257% +$359K 0.03% 458
2025
Q2 		$15K Sell
421
-15
-3% -$549 ﹤0.01% 1217
2025
Q1 		$16.3K Buy
436
+18
+4% +$666 ﹤0.01% 1169
2024
Q4 		$14.9K Buy
418
+130
+45% +$4.61K ﹤0.01% 1226
2024
Q3 		$9.69K Buy
288
+5
+2% +$161 ﹤0.01% 1295
2024
Q2 		$8.62K Hold
283
– – ﹤0.01% 1289
2024
Q1 		$8.35K Buy
283
+3
+1% +$84 ﹤0.01% 1270
2023
Q4 		$7.76K Buy
280
+2
+0.7% +$54 ﹤0.01% 1220
2023
Q3 		$7.34K Buy
+278
New +$7.63K ﹤0.01% 1230
2020
Q1 		– Sell
-12,956
Closed -$330K – 446
2019
Q4 		$330K Buy
12,956
+21
+0.2% +$522 0.03% 423
2019
Q3 		$331K Buy
12,935
+4,202
+48% +$106K 0.04% 396
2019
Q2 		$220K Buy
+8,733
New +$217K 0.1% 248

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sunbelt Securities's EMLP Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 105% in Q1 2026, buying an estimated $485K and bringing the position to 22,775 shares worth $994K. The position accounts for 0.06% of the portfolio, ranked #261.

Sunbelt Securities first reported a position in EMLP in Q2 2019 and has held it in 14 quarters since. 388 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Sunbelt Securities held 22,775 shares of First Trust North American Energy Infrastructure Fund worth $994K as of Q1 2026.
  • Sunbelt Securities bought 11,643 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $485K.
  • First Trust North American Energy Infrastructure Fund made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #261 holding.
  • Sunbelt Securities first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2019 and has held it in 14 quarters since.
  • 388 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.