Trinity Legacy Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Trinity Legacy 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
2022 Q2	–	Sell	-17,920	Closed	-$496K	–	99
2022 Q1	$496K	Sell	17,920 -125	-0.7%	-$3.23K	0.17%	65
2021 Q4	$450K	Hold	18,045	–	–	0.15%	73
2021 Q3	$427K	Hold	18,045	–	–	0.15%	72
2021 Q2	$438K	Buy	18,045 +125	+0.7%	+$3.03K	0.16%	68
2021 Q1	$423K	Buy	+17,920	New	+$395K	0.17%	60

Other funds holding EMLP

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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