Visionary Wealth Advisors’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Visionary Wealth 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
2026 Q3	$769K	Sell	18,765 -53	-0.3%	-$2.32K	0.03%	366
2026 Q2	$819K	Sell	18,818 -342	-2%	-$14.9K	0.03%	345
2026 Q1	$837K	Buy	19,160 +716	+4%	+$29.8K	0.04%	311
2025 Q4	$698K	Sell	18,444 -1,251	-6%	-$47.7K	0.03%	321
2025 Q3	$754K	Sell	19,695 -77	-0.4%	-$2.91K	0.04%	323
2025 Q2	$742K	Sell	19,772 -92	-0.5%	-$3.37K	0.04%	311
2025 Q1	$745K	Sell	19,864 -24	-0.1%	-$888	0.04%	290
2024 Q4	$709K	Sell	19,888 -108	-0.5%	-$3.83K	0.04%	302
2024 Q3	$672K	Hold	19,996	–	–	0.04%	307
2024 Q2	$609K	Sell	19,996 -1,372	-6%	-$41.2K	0.04%	300
2024 Q1	$631K	Sell	21,368 -925	-4%	-$25.8K	0.04%	292
2023 Q4	$617K	Sell	22,293 -1,500	-6%	-$40.4K	0.05%	285
2023 Q3	$629K	Sell	23,793 -325	-1%	-$8.92K	0.05%	263
2023 Q2	$651K	Sell	24,118 -250	-1%	-$6.72K	0.05%	255
2023 Q1	$649K	Hold	24,368	–	–	0.06%	249
2022 Q4	$650K	Sell	24,368 -300	-1%	-$7.97K	0.06%	207
2022 Q3	$614K	Buy	24,668 +125	+0.5%	+$3.4K	0.06%	201
2022 Q2	$632K	Buy	24,543 +2,000	+9%	+$54.4K	0.06%	213
2022 Q1	$624K	Buy	22,543 +200	+0.9%	+$5.18K	0.05%	226
2021 Q4	$558K	Buy	22,343 +325	+1%	+$8.03K	0.05%	217
2021 Q3	$521K	Sell	22,018 -495	-2%	-$12K	0.05%	184
2021 Q2	$551K	Sell	22,513 -1,730	-7%	-$41.9K	0.06%	195
2021 Q1	$553K	Sell	24,243 -1,100	-4%	-$24.3K	0.06%	188
2020 Q4	$531K	Buy	25,343 +900	+4%	+$18.7K	0.06%	180
2020 Q3	$465K	Buy	24,443 +938	+4%	+$19K	0.07%	163
2020 Q2	$469K	Buy	23,505 +150	+0.6%	+$3.02K	0.07%	150
2020 Q1	$415K	Buy	23,355 +1,475	+7%	+$34.5K	0.08%	135
2019 Q4	$558K	Buy	+21,880	New	+$544K	0.1%	127

Other funds holding EMLP

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Visionary Wealth Advisors's EMLP Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 0.28% in Q3 2026, selling an estimated $2.32K and leaving 18,765 shares worth $769K. The position accounts for 0.03% of the portfolio, ranked #366.

Visionary Wealth Advisors first reported a position in EMLP in Q4 2019 and has held it in 28 quarters since. The position peaked at $837K in Q1 2026. 178 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Visionary Wealth Advisors held 18,765 shares of First Trust North American Energy Infrastructure Fund worth $769K as of Q3 2026.
Visionary Wealth Advisors sold 53 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $2.32K.
First Trust North American Energy Infrastructure Fund made up 0.03% of Visionary Wealth Advisors's portfolio in Q3 2026, its #366 holding.
Visionary Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and has held it in 28 quarters since.
Visionary Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $837K in Q1 2026.
178 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.