WFS
EMLP icon

Widmann Financial Services’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-165
Closed -$4K – 191
2021
Q4 		$4K Buy
+165
New +$4.08K ﹤0.01% 363

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Widmann Financial Services's EMLP Position: Q1 2022 in Review

Widmann Financial Services sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q1 2022, closing a stake of 165 shares — an estimated $4K sold.

Widmann Financial Services first reported a position in EMLP in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 272 funds tracked by Wall St. Rank hold EMLP as of Q1 2022.

  • Widmann Financial Services reported no remaining First Trust North American Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 165 First Trust North American Energy Infrastructure Fund shares in Q1 2022, an estimated $4K.
  • Widmann Financial Services first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's First Trust North American Energy Infrastructure Fund position peaked at $4K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.