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

WealthShield 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
2023 Q3	–	Sell	-2,412	Closed	-$65.1K	–	489
2023 Q2	$65.1K	Sell	2,412 -175	-7%	-$4.71K	0.01%	365
2023 Q1	$68.9K	Buy	+2,587	New	+$69.6K	0.01%	362
2021 Q3	–	Sell	-59,917	Closed	-$1.47M	–	370
2021 Q2	$1.47M	Buy	59,917 +1,694	+3%	+$41.1K	0.23%	79
2021 Q1	$1.33M	Buy	+58,223	New	+$1.28M	0.24%	84
2019 Q1	–	Sell	-190	Closed	-$4K	–	269
2018 Q4	$4K	Sell	190 -396	-68%	-$9.08K	﹤0.01%	220
2018 Q3	$14K	Sell	586 -141	-19%	-$3.36K	0.01%	202
2018 Q2	$17K	Sell	727 -280	-28%	-$6.33K	0.01%	188
2018 Q1	$22K	Sell	1,007 -50	-5%	-$1.17K	0.01%	176
2017 Q4	$26K	Buy	+1,057	New	+$26K	0.02%	170

Other funds holding EMLP

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

CIA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAM

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

WANY

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthShield Partners's EMLP Position: Q3 2023 in Review

WealthShield Partners sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q3 2023, closing a stake of 2,412 shares — an estimated $65.1K sold.

WealthShield Partners first reported a position in EMLP in Q4 2017 and held it in 9 quarters. The position peaked at $1.47M in Q2 2021. 282 funds tracked by Wall St. Rank hold EMLP as of Q3 2023.

WealthShield Partners reported no remaining First Trust North American Energy Infrastructure Fund position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 2,412 First Trust North American Energy Infrastructure Fund shares in Q3 2023, an estimated $65.1K.
WealthShield Partners first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2017 and held it in 9 quarters.
WealthShield Partners's First Trust North American Energy Infrastructure Fund position peaked at $1.47M in Q2 2021.
282 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.