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TrueWealth Financial Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

TrueWealth Financial 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
2026
Q1 		– Sell
-64,506
Closed -$2.44M – 77
2025
Q4 		$2.44M Buy
+64,506
New +$2.46M 2.02% 16

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

TrueWealth Financial Partners's EMLP Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2026, closing a stake of 64,506 shares — an estimated $2.44M sold.

TrueWealth Financial Partners first reported a position in EMLP in Q4 2025 and held it in 1 quarter. The position peaked at $2.44M in Q4 2025. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 64,506 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $2.44M.
  • TrueWealth Financial Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's First Trust North American Energy Infrastructure Fund position peaked at $2.44M in Q4 2025.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.