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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
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

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Wells Fargo
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

Visionary Wealth Advisors's EMLP Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 1.8% in Q2 2026, selling an estimated $14.9K and leaving 18,818 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #345.

Visionary Wealth Advisors first reported a position in EMLP in Q4 2019 and has held it in 27 quarters since. The position peaked at $837K in Q1 2026. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Visionary Wealth Advisors held 18,818 shares of First Trust North American Energy Infrastructure Fund worth $819K as of Q2 2026.
  • Visionary Wealth Advisors sold 342 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $14.9K.
  • First Trust North American Energy Infrastructure Fund made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #345 holding.
  • Visionary Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $837K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.