WealthCare Investment Partners’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

WealthCare Investment 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 Q1	$1.46M	Sell	33,199 -7,371	-18%	-$307K	0.4%	66
2025 Q4	$1.55M	Buy	40,570 +2,067	+5%	+$78.8K	0.45%	63
2025 Q3	$1.47M	Sell	38,503 -4,002	-9%	-$151K	0.48%	65
2025 Q2	$1.58M	Sell	42,505 -852	-2%	-$31.2K	0.57%	51
2025 Q1	$1.53M	Sell	43,357 -4,448	-9%	-$165K	0.65%	40
2024 Q4	$1.71M	Sell	47,805 -230	-0.5%	-$8.15K	0.75%	35
2024 Q3	$1.63M	Sell	48,035 -4,497	-9%	-$145K	0.71%	39
2024 Q2	$1.6M	Sell	52,532 -2,191	-4%	-$65.8K	0.74%	35
2024 Q1	$1.62M	Sell	54,723 -12,546	-19%	-$350K	0.78%	35
2023 Q4	$1.88M	Sell	67,269 -4,974	-7%	-$134K	1.03%	28
2023 Q3	$1.85M	Sell	72,243 -9,365	-11%	-$257K	1.13%	28
2023 Q2	$2.21M	Sell	81,608 -5,030	-6%	-$135K	1.33%	22
2023 Q1	$2.31M	Buy	86,638 +24,925	+40%	+$670K	1.4%	17
2022 Q4	$1.65M	Buy	61,713 +29,734	+93%	+$790K	1.12%	24
2022 Q3	$796K	Buy	31,979 +20,649	+182%	+$562K	0.66%	44
2022 Q2	$292K	Buy	+11,330	New	+$308K	0.25%	82

Other funds holding EMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

WealthCare Investment Partners's EMLP Position: Q1 2026 in Review

WealthCare Investment Partners reduced its First Trust North American Energy Infrastructure Fund (EMLP) stake by 18% in Q1 2026, selling an estimated $307K and leaving 33,199 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #66.

WealthCare Investment Partners first reported a position in EMLP in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.31M in Q1 2023. 387 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

WealthCare Investment Partners held 33,199 shares of First Trust North American Energy Infrastructure Fund worth $1.46M as of Q1 2026.
WealthCare Investment Partners sold 7,371 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $307K.
First Trust North American Energy Infrastructure Fund made up 0.4% of WealthCare Investment Partners's portfolio in Q1 2026, its #66 holding.
WealthCare Investment Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2022 and has held it in 16 quarters since.
WealthCare Investment Partners's First Trust North American Energy Infrastructure Fund position peaked at $2.31M in Q1 2023.
387 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.