United Capital Financial Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

United Capital Financial Advisors’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	–	Sell	-6,901	Closed	-$259K	–	1108
2025 Q1	$259K	Sell	6,901 -1,303	-16%	-$48.2K	﹤0.01%	937
2024 Q4	$292K	Hold	8,204	–	–	﹤0.01%	891
2024 Q3	$276K	Buy	+8,204	New	+$264K	﹤0.01%	905
2023 Q1	–	Sell	-14,316	Closed	-$382K	–	994
2022 Q4	$382K	Sell	14,316 -2,744	-16%	-$72.9K	﹤0.01%	811
2022 Q3	$424K	Sell	17,060 -4,477	-21%	-$122K	﹤0.01%	794
2022 Q2	$554K	Sell	21,537 -5	-0%	-$136	﹤0.01%	771
2022 Q1	$597K	Sell	21,542 -4,872	-18%	-$126K	﹤0.01%	794
2021 Q4	$659K	Buy	26,414 +7,956	+43%	+$197K	﹤0.01%	790
2021 Q3	$437K	Sell	18,458 -8,478	-31%	-$206K	﹤0.01%	896
2021 Q2	$659K	Sell	26,936 -922	-3%	-$22.3K	﹤0.01%	802
2021 Q1	$635K	Sell	27,858 -320	-1%	-$7.06K	﹤0.01%	785
2020 Q4	$591K	Sell	28,178 -1,502	-5%	-$31.2K	﹤0.01%	805
2020 Q3	$565K	Sell	29,680 -8,721	-23%	-$176K	﹤0.01%	804
2020 Q2	$766K	Sell	38,401 -2,574	-6%	-$51.9K	0.01%	736
2020 Q1	$729K	Sell	40,975 -1,908	-4%	-$44.6K	0.01%	703
2019 Q4	$1.09M	Sell	42,883 -1,460	-3%	-$36.3K	0.01%	742
2019 Q3	$1.14M	Sell	44,343 -64	-0.1%	-$1.62K	0.01%	708
2019 Q2	$1.12M	Sell	44,407 -328	-0.7%	-$8.16K	0.01%	776
2019 Q1	$1.11M	Sell	44,735 -5,765	-11%	-$137K	0.01%	757
2018 Q4	$1.08M	Sell	50,500 -9,520	-16%	-$218K	0.01%	696
2018 Q3	$1.41M	Sell	60,020 -14,847	-20%	-$354K	0.01%	684
2018 Q2	$1.74M	Sell	74,867 -36,687	-33%	-$829K	0.01%	624
2018 Q1	$2.44M	Sell	111,554 -26,507	-19%	-$622K	0.02%	537
2017 Q4	$3.39M	Sell	138,061 -21,332	-13%	-$525K	0.03%	479
2017 Q3	$3.95M	Sell	159,393 -1,129	-0.7%	-$28.1K	0.03%	430
2017 Q2	$3.94M	Buy	+160,522	New	+$4.01M	0.04%	426
2014 Q4	–	Sell	-94,306	Closed	-$2.56M	–	1158
2014 Q3	$2.56M	Buy	+94,306	New	+$2.57M	0.04%	381

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

United Capital Financial Advisors's EMLP Position: Q2 2025 in Review

United Capital Financial Advisors sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q2 2025, closing a stake of 6,901 shares — an estimated $259K sold.

United Capital Financial Advisors first reported a position in EMLP in Q3 2014 and held it in 27 quarters. The position peaked at $3.95M in Q3 2017. 370 funds tracked by Wall St. Rank hold EMLP as of Q2 2025.

United Capital Financial Advisors reported no remaining First Trust North American Energy Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
United Capital Financial Advisors sold 6,901 First Trust North American Energy Infrastructure Fund shares in Q2 2025, an estimated $259K.
United Capital Financial Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2014 and held it in 27 quarters.
United Capital Financial Advisors's First Trust North American Energy Infrastructure Fund position peaked at $3.95M in Q3 2017.
370 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2025.

Based on United Capital Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.