Wealth Enhancement Advisory Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Wealth Enhancement Advisory Services’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	$910K	Buy	21,485 +5,095	+31%	+$223K	﹤0.01%	2265
2026 Q2	$718K	Buy	16,390 +2,309	+16%	+$101K	﹤0.01%	2355
2026 Q1	$617K	Sell	14,081 -3,461	-20%	-$144K	﹤0.01%	2157
2025 Q4	$663K	Buy	17,542 +1,199	+7%	+$45.7K	﹤0.01%	2268
2025 Q3	$627K	Sell	16,343 -38	-0.2%	-$1.43K	﹤0.01%	2182
2025 Q2	$611K	Buy	16,381 +943	+6%	+$34.5K	﹤0.01%	2077
2025 Q1	$579K	Buy	15,438 +22	+0.1%	+$814	﹤0.01%	1948
2024 Q4	$550K	Buy	+15,416	New	+$546K	﹤0.01%	1928

Other funds holding EMLP

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's EMLP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 31% in Q3 2026, buying an estimated $223K and bringing the position to 21,485 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Wealth Enhancement Advisory Services first reported a position in EMLP in Q4 2024 and has held it in 8 quarters since. 35 funds tracked by Wall St. Rank hold EMLP as of Q3 2026.

Wealth Enhancement Advisory Services held 21,485 shares of First Trust North American Energy Infrastructure Fund worth $910K as of Q3 2026.
Wealth Enhancement Advisory Services bought 5,095 First Trust North American Energy Infrastructure Fund shares in Q3 2026, an estimated $223K.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2265 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and has held it in 8 quarters since.
35 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.