Wedbush Securities’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Wedbush Securities’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	$319K	Buy	7,300 +141	+2%	+$5.87K	0.01%	876
2025 Q4	$271K	Sell	7,159 -1,391	-16%	-$53.1K	0.01%	940
2025 Q3	$327K	Buy	8,550 +44	+0.5%	+$1.66K	0.01%	813
2025 Q2	$319K	Sell	8,506 -222	-3%	-$8.12K	0.01%	813
2025 Q1	$327K	Buy	8,728 +273	+3%	+$10.1K	0.01%	766
2024 Q4	$301K	Buy	8,455 +40	+0.5%	+$1.42K	0.01%	824
2024 Q3	$283K	Buy	8,415 +1,161	+16%	+$37.3K	0.01%	829
2024 Q2	$221K	Buy	+7,254	New	+$218K	0.01%	1017
2023 Q3	–	Sell	-7,672	Closed	-$207K	–	1072
2023 Q2	$207K	Sell	7,672 -2,344	-23%	-$63K	0.01%	919
2023 Q1	$267K	Sell	10,016 -3,687	-27%	-$99.2K	0.01%	799
2022 Q4	$366K	Sell	13,703 -669	-5%	-$17.8K	0.02%	639
2022 Q3	$358K	Sell	14,372 -1,926	-12%	-$52.4K	0.02%	643
2022 Q2	$420K	Buy	+16,298	New	+$443K	0.02%	597
2021 Q2	–	Sell	-9,053	Closed	-$206K	–	1167
2021 Q1	$206K	Buy	+9,053	New	+$200K	0.01%	969

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

Wedbush Securities's EMLP Position: Q1 2026 in Review

Wedbush Securities increased its First Trust North American Energy Infrastructure Fund (EMLP) stake by 2% in Q1 2026, buying an estimated $5.87K and bringing the position to 7,300 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #876.

Wedbush Securities first reported a position in EMLP in Q1 2021 and has held it in 14 quarters since. The position peaked at $420K in Q2 2022. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

Wedbush Securities held 7,300 shares of First Trust North American Energy Infrastructure Fund worth $319K as of Q1 2026.
Wedbush Securities bought 141 First Trust North American Energy Infrastructure Fund shares in Q1 2026, an estimated $5.87K.
First Trust North American Energy Infrastructure Fund made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #876 holding.
Wedbush Securities first reported a position in First Trust North American Energy Infrastructure Fund in Q1 2021 and has held it in 14 quarters since.
Wedbush Securities's First Trust North American Energy Infrastructure Fund position peaked at $420K in Q2 2022.
386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.