Wealthcare Advisory Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Wealthcare Advisory Partners’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	$214K	Hold	4,924	–	–	﹤0.01%	1018
2026 Q1	$215K	Buy	+4,924	New	+$205K	﹤0.01%	996
2020 Q1	–	Sell	-9,947	Closed	-$254K	–	1504
2019 Q4	$254K	Buy	9,947 +68	+0.7%	+$1.69K	0.03%	261
2019 Q3	$253K	Sell	9,879 -733	-7%	-$18.5K	0.04%	234
2019 Q2	$267K	Sell	10,612 -957	-8%	-$23.8K	0.04%	223
2019 Q1	$286K	Buy	11,569 +1,838	+19%	+$43.5K	0.05%	190
2018 Q4	$209K	Buy	9,731 +210	+2%	+$4.82K	0.04%	205
2018 Q3	$223K	Buy	9,521 +1,437	+18%	+$34.3K	0.04%	203
2018 Q2	$188K	Buy	8,084 +2,002	+33%	+$45.3K	0.04%	221
2018 Q1	$133K	Buy	6,082 +123	+2%	+$2.89K	0.03%	239
2017 Q4	$146K	Buy	5,959 +301	+5%	+$7.41K	0.04%	212
2017 Q3	$140K	Buy	+5,658	New	+$141K	0.04%	179

Other funds holding EMLP

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

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

Wealthcare Advisory Partners's EMLP Position: Q2 2026 in Review

Wealthcare Advisory Partners held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q2 2026 at 4,924 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Wealthcare Advisory Partners first reported a position in EMLP in Q3 2017 and has held it in 12 quarters since. The position peaked at $286K in Q1 2019. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Wealthcare Advisory Partners held 4,924 shares of First Trust North American Energy Infrastructure Fund worth $214K as of Q2 2026.
Wealthcare Advisory Partners left its First Trust North American Energy Infrastructure Fund share count unchanged in Q2 2026.
First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1018 holding.
Wealthcare Advisory Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2017 and has held it in 12 quarters since.
Wealthcare Advisory Partners's First Trust North American Energy Infrastructure Fund position peaked at $286K in Q1 2019.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.