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World Equity Group’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

World Equity Group’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
2025
Q4 		– Sell
-53,971
Closed -$2.07M – 345
2025
Q3 		$2.07M Buy
53,971
+27,710
+106% +$1.05M 0.47% 43
2025
Q2 		$985K Buy
26,261
+2,549
+11% +$93.3K 0.27% 83
2025
Q1 		$889K Buy
23,712
+1,863
+9% +$68.9K 0.25% 87
2024
Q4 		$779K Buy
+21,849
New +$774K 0.17% 134

Other funds holding EMLP

Morgan Stanley
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Equity Group's EMLP Position: Q4 2025 in Review

World Equity Group sold out of First Trust North American Energy Infrastructure Fund (EMLP) in Q4 2025, closing a stake of 53,971 shares — an estimated $2.07M sold.

World Equity Group first reported a position in EMLP in Q4 2024 and held it in 4 quarters. The position peaked at $2.07M in Q3 2025. 373 funds tracked by Wall St. Rank hold EMLP as of Q4 2025.

  • World Equity Group reported no remaining First Trust North American Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 53,971 First Trust North American Energy Infrastructure Fund shares in Q4 2025, an estimated $2.07M.
  • World Equity Group first reported a position in First Trust North American Energy Infrastructure Fund in Q4 2024 and held it in 4 quarters.
  • World Equity Group's First Trust North American Energy Infrastructure Fund position peaked at $2.07M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.