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

WCG 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 		$1.32M Buy
30,306
+6,417
+27% +$280K 0.03% 360
2026
Q1 		$1.04M Sell
23,889
-22,566
-49% -$939K 0.03% 372
2025
Q4 		$1.76M Buy
+46,455
New +$1.77M 0.05% 275

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

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

WCG Wealth Advisors increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 27% in Q2 2026, buying an estimated $280K and bringing the position to 30,306 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #360.

WCG Wealth Advisors first reported a position in EMLP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76M in Q4 2025. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • WCG Wealth Advisors held 30,306 shares of First Trust North American Energy Infrastructure Fund worth $1.32M as of Q2 2026.
  • WCG Wealth Advisors bought 6,417 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $280K.
  • First Trust North American Energy Infrastructure Fund made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #360 holding.
  • WCG Wealth Advisors first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's First Trust North American Energy Infrastructure Fund position peaked at $1.76M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.