Triumph Capital Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Triumph Capital 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 Q2	$8.7K	Sell	200 -19	-9%	-$828	﹤0.01%	1190
2026 Q1	$9.56K	Hold	219	–	–	﹤0.01%	1133
2025 Q4	$8.29K	Buy	+219	New	+$8.35K	﹤0.01%	1137

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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

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

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 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

CPO

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

Triumph Capital Management's EMLP Position: Q2 2026 in Review

Triumph Capital Management reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 8.7% in Q2 2026, selling an estimated $828 and leaving 200 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Triumph Capital Management first reported a position in EMLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.56K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Triumph Capital Management held 200 shares of First Trust North American Energy Infrastructure Fund worth $8.7K as of Q2 2026.
Triumph Capital Management sold 19 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $828.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1190 holding.
Triumph Capital Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
Triumph Capital Management's First Trust North American Energy Infrastructure Fund position peaked at $9.56K in Q1 2026.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.