The First Trust North American Energy Infrastructure ETF (EMLP) blends midstream and utility stocks, offering diversification but a lower 2.76% yield versus pure midstream peers. EMLP's 43% utility allocation reduces drawdown risk during midstream sell-offs but may limit upside if midstream growth outpaces utilities amid the data center boom. Both utilities and midstream holdings benefit from secular growth drivers—utilities via $1.4T capex for data centers, midstream via rising gas demand and LNG exports.
The First Trust North American Energy Infrastructure Fund (NYSEARCA:EMLP) just paid investors $0.2993 per share for the first quarter of 2026, continuing a string of distributions that have run between roughly 29 and 31 cents for the past two years.
Energy infrastructure income has rewarded patient holders in 2026, and two funds dominate the conversation: First Trust North American Energy Infrastructure Fund (NYSEARCA:EMLP) and the Alerian Energy Infrastructure ETF (NYSEARCA:ENFR).
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 69,530 | $2.4M | $3.06M | $663,742.99 | 27.68% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 110,668 | $3.22M | $4.9M | $1.68M | 52.11% |
| RR rosemary richard WCG Wealth Advisors LLC | 23,889 | $904,676.43 | $1.05M | $147,156.24 | 16.27% |
| YA Yinka Akinsola Blue Trust Inc. | 2,260 | $62,652.6 | $99,790.3 | $37,137.7 | 59.28% |
Jeff Ameen Spire Wealth Management | 241 | $10,522.06 | $10,681.12 | $159.06 | 1.51% |
| ARCA Exchange | US Country |
The fund focuses on investment strategies within the energy infrastructure sector, emphasizing equity securities. Targeting companies that are integral to the energy infrastructure such as natural gas and electric utilities, corporations managing energy infrastructure assets like pipelines or those involved in renewable energy production, the fund aims to capitalize on the essential services these entities provide. With a significant portion of its assets dedicated to investments in U.S. and Canadian markets, the fund particularly includes investments in utilities, publicly-traded Master Limited Partnerships (MLPs), MLP affiliates, and other energy infrastructure companies. Operating with a non-diversified strategy allows the fund to make more concentrated investments, potentially leading to higher returns albeit with increased risk.
The fund offers a focused investment product characterized by a commitment to the energy infrastructure sector, detailed as follows: