Wealthspire Advisors (New York)’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Wealthspire Advisors (New York)’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	$89.4M	Sell	2,048,764 -116,255	-5%	-$4.84M	0.7%	26
2025 Q4	$82M	Buy	2,165,019 +51,817	+2%	+$1.98M	0.65%	29
2025 Q3	$80.9M	Buy	2,113,202 +13,686	+0.7%	+$517K	0.42%	34
2025 Q2	$78.8M	Buy	2,099,516 +31,960	+2%	+$1.17M	0.44%	33
2025 Q1	$77.5M	Buy	2,067,556 +39,989	+2%	+$1.48M	0.46%	32
2024 Q4	$72.3M	Buy	2,027,567 +64,349	+3%	+$2.28M	0.72%	24
2024 Q3	$66M	Buy	1,963,218 +79,035	+4%	+$2.54M	0.67%	25
2024 Q2	$57.4M	Buy	1,884,183 +26,372	+1%	+$792K	0.74%	28
2024 Q1	$54.9M	Sell	1,857,811 -30,528	-2%	-$852K	0.73%	28
2023 Q4	$52.3M	Buy	1,888,339 +54,354	+3%	+$1.46M	0.74%	29
2023 Q3	$48.5M	Sell	1,833,985 -51,929	-3%	-$1.42M	0.8%	26
2023 Q2	$50.9M	Sell	1,885,914 -49,604	-3%	-$1.33M	0.83%	25
2023 Q1	$51.5M	Buy	1,935,518 +21,439	+1%	+$577K	0.88%	25
2022 Q4	$51.1M	Sell	1,914,079 -46,138	-2%	-$1.23M	0.93%	23
2022 Q3	$48.8M	Buy	1,960,217 +22,323	+1%	+$607K	1.02%	18
2022 Q2	$49.9M	Buy	1,937,894 +365,950	+23%	+$9.96M	1.04%	17
2022 Q1	$43.5M	Buy	1,571,944 +159,623	+11%	+$4.13M	0.98%	16
2021 Q4	$35.3M	Buy	1,412,321 +35,673	+3%	+$882K	0.78%	21
2021 Q3	$32.6M	Sell	1,376,648 -106,079	-7%	-$2.58M	0.68%	28
2021 Q2	$36.3M	Buy	1,482,727 +145,793	+11%	+$3.53M	0.95%	18
2021 Q1	$30.5M	Buy	1,336,934 +17,561	+1%	+$387K	0.72%	23
2020 Q4	$27.7M	Buy	1,319,373 +989,767	+300%	+$20.6M	0.82%	23
2020 Q3	$6.28M	Sell	329,606 -21,702	-6%	-$438K	0.37%	34
2020 Q2	$7M	Sell	351,308 -1,080,200	-75%	-$21.8M	0.49%	31
2020 Q1	$25.5M	Buy	1,431,508 +941,494	+192%	+$22M	1.07%	19
2019 Q4	$12.5M	Buy	490,014 +90,174	+23%	+$2.24M	0.91%	14
2019 Q3	$10.2M	Buy	399,840 +117,548	+42%	+$2.97M	0.84%	16
2019 Q2	$7.1M	Buy	+282,292	New	+$7.02M	0.62%	17