TCFG Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

TCFG Wealth Management’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	$992K	Buy	22,720 +93	+0.4%	+$3.87K	0.37%	64
2025 Q4	$857K	Sell	22,627 -420	-2%	-$16K	0.33%	73
2025 Q3	$882K	Sell	23,047 -78	-0.3%	-$2.94K	0.35%	76
2025 Q2	$867K	Sell	23,125 -589	-2%	-$21.6K	0.39%	71
2025 Q1	$889K	Sell	23,714 -572	-2%	-$21.2K	0.45%	60
2024 Q4	$866K	Buy	24,286 +544	+2%	+$19.3K	0.44%	67
2024 Q3	$798K	Buy	+23,742	New	+$764K	0.4%	70

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

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

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return