Wealth Enhancement Advisory Services
EMLP icon

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
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

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

Wealth Enhancement Advisory Services's EMLP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 16% in Q2 2026, buying an estimated $101K and bringing the position to 16,390 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Wealth Enhancement Advisory Services first reported a position in EMLP in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,390 shares of First Trust North American Energy Infrastructure Fund worth $718K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,309 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $101K.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2355 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 7 quarters since.
  • 375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.