ALTFEST L J & CO INC EMLP Holdings History

Number of Shares
955,526.00
Current Holdings Value*
$35.82 Mil
% of Portfolio
4.49%
Total Estimate Gain
$15.23 Mil
% of Total Estimate Gain
48.08%

ALTFEST L J & CO INC's First Trust North American Energy Infrastructure Fund Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 955,526.00 shares of First Trust North American Energy Infrastructure Fund(EMLP), totaling $35.82 Mil. This investment constitutes 4.49% of their stock portfolio, and ALTFEST L J & CO INC now holds 1.11% of the outstanding First Trust North American Energy Infrastructure Fund(EMLP) stock.

The initial trade took place in 2018Q2. And since then ALTFEST L J & CO INC has made 12 purchases of EMLP, at an average price of $22.95, for a total of 1.38 Mil shares. In addition, there have been 17 sales at an average price of $26.09 for 425,238.00 shares. Based on historical transaction data and EMLP's current price of $37.49, ALTFEST L J & CO INC's estimated gain on his EMLP holdings is $15.23 Mil, reflecting a 48.08% gain to date.

ALTFEST L J & CO INC EMLP ($37.49) Holding Chart

ALTFEST L J & CO INC EMLP ($37.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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