Thurston Springer Miller Herd & Titak’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025 Q3	–	Sell	-568	Closed	-$21.3K	–	779
2025 Q2	$21.3K	Buy	568 +5	+0.9%	+$183	﹤0.01%	916
2025 Q1	$21.1K	Buy	563 +4	+0.7%	+$148	﹤0.01%	862
2024 Q4	$19.9K	Buy	559 +4	+0.7%	+$142	﹤0.01%	731
2024 Q3	$18.7K	Buy	555 +5	+0.9%	+$161	0.01%	844
2024 Q2	$16.8K	Buy	+550	New	+$16.5K	0.01%	856

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's EMLP Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2025, closing a stake of 568 shares — an estimated $21.3K sold.

Thurston Springer Miller Herd & Titak first reported a position in EMLP in Q2 2024 and held it in 5 quarters. The position peaked at $21.3K in Q2 2025. 360 funds tracked by Wall St. Rank hold EMLP as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 568 First Trust North American Energy Infrastructure Fund shares in Q3 2025, an estimated $21.3K.
Thurston Springer Miller Herd & Titak first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2024 and held it in 5 quarters.
Thurston Springer Miller Herd & Titak's First Trust North American Energy Infrastructure Fund position peaked at $21.3K in Q2 2025.
360 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.