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 Q2	$90.4M	Buy	2,078,591 +29,827	+1%	+$1.3M	0.5%	38
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

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

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s EMLP Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 1.5% in Q2 2026, buying an estimated $1.3M and bringing the position to 2,078,591 shares worth $90.4M. The position accounts for 0.5% of the portfolio, ranked #38.

Wealthspire Advisors (New York) first reported a position in EMLP in Q2 2019 and has held it in 29 quarters since. 375 funds tracked by Wall St. Rank hold EMLP as of Q2 2026.

Wealthspire Advisors (New York) held 2,078,591 shares of First Trust North American Energy Infrastructure Fund worth $90.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 29,827 First Trust North American Energy Infrastructure Fund shares in Q2 2026, an estimated $1.3M.
First Trust North American Energy Infrastructure Fund made up 0.5% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #38 holding.
Wealthspire Advisors (New York) first reported a position in First Trust North American Energy Infrastructure Fund in Q2 2019 and has held it in 29 quarters since.
375 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.