Tyler-Stone Wealth Management’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Tyler-Stone 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
2025 Q2	$295K	Buy	7,857 +343	+5%	+$12.6K	0.05%	270
2025 Q1	$282K	Buy	7,514 +1,427	+23%	+$52.8K	0.05%	269
2024 Q4	$217K	Buy	+6,087	New	+$216K	0.04%	302
2024 Q3	–	Sell	-2,633	Closed	-$80.2K	–	483
2024 Q2	$80.2K	Buy	2,633 +6	+0.2%	+$180	0.03%	317
2024 Q1	$77.6K	Buy	2,627 +11	+0.4%	+$307	0.03%	307
2023 Q4	$72.4K	Hold	2,616	–	–	0.04%	313
2023 Q3	$69K	Buy	2,616 +7	+0.3%	+$192	0.04%	299
2023 Q2	$70K	Buy	+2,609	New	+$70.1K	0.04%	295
2022 Q4	$29K	Buy	1,103 +415	+60%	+$11K	0.02%	396
2022 Q3	$17K	Hold	688	–	–	0.01%	455
2022 Q2	$18K	Hold	688	–	–	0.01%	460
2022 Q1	$19K	Hold	688	–	–	0.01%	478
2021 Q4	$17K	Buy	+688	New	+$17K	0.01%	505

Other funds holding EMLP

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

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

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

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

CAM

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

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

WANY

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

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

CPO

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

Tyler-Stone Wealth Management's EMLP Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 4.6% in Q2 2025, buying an estimated $12.6K and bringing the position to 7,857 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #270.

Tyler-Stone Wealth Management first reported a position in EMLP in Q4 2021 and has held it in 13 quarters since. 370 funds tracked by Wall St. Rank hold EMLP as of Q2 2025.

Tyler-Stone Wealth Management held 7,857 shares of First Trust North American Energy Infrastructure Fund worth $295K as of Q2 2025.
Tyler-Stone Wealth Management bought 343 First Trust North American Energy Infrastructure Fund shares in Q2 2025, an estimated $12.6K.
First Trust North American Energy Infrastructure Fund made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #270 holding.
Tyler-Stone Wealth Management first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and has held it in 13 quarters since.
370 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.