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Upturn AI Summary
First Trust North American Energy Infrastructure Fund(EMLP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EMLP
11/06/2026: EMLP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
EMLP is an actively managed ETF providing focused exposure to North American energy midstream infrastructure, including pipelines and storage. Its primary strength lies in professional active management, which seeks to optimize income and tax outcomes compared to passive peers. It is best suited for income-seeking portfolios looking for a core energy infrastructure allocation. However, investors must monitor regulatory, commodity, and long-term energy transition risks. It is a solid choice for those prioritizing yield and management expertise over the lower costs of passive index funds.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund offers moderate growth potential through energy sector expansion but is primarily focused on income. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunities when energy demand trends drive midstream infrastructure stock prices higher. |
| Value investor | Strong fit | Midstream assets often trade at attractive valuations with high yields, appealing to long-term value-oriented investors. |
| Dividend/Income investor | Strong fit | The fund's focus on infrastructure entities historically provides a reliable and attractive stream of dividend income. |
| Low-risk investor | Mixed fit | The energy sector carries inherent commodity price risks that can lead to significant short-term volatility. |
Investor Profile
Ideal Investor Profile
Income-focused investors with a long-term horizon who are comfortable with sector-specific risks.
Suitability
Best for long-term investors seeking yield, rather than active day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Energy sector assets can experience sharp price swings driven by commodity market fluctuations. |
| Market risk | Medium | The fund is subject to general equity market downturns which can affect all energy-related equities. |
| Concentration | High | By focusing exclusively on energy infrastructure, the fund lacks exposure to other economic sectors. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, requiring consistent outperformance to justify the cost. |
| Liquidity | Low | The underlying securities are generally liquid, minimizing the risk of difficult exits for the fund. |
| Business/sector quality | Medium | Infrastructure viability depends on regulatory approvals and long-term energy demand projections. |
Risk Analysis
Volatility
EMLP exhibits higher volatility compared to broad-market indices, characteristic of the energy sector.
Market Risk
The primary risk is exposure to energy commodity prices and the capital-intensive nature of infrastructure projects.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Midstream Energy Infrastructure (Pipelines & Storage) | 85 | This sector provides essential transportation and storage services for energy commodities, often supported by stable, long-term contracts. |
| Geography | North America (United States & Canada) | 10 | Investing primarily in North America provides exposure to stable regulatory environments and established energy networks. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings provide the fund with liquidity to manage daily redemptions and take advantage of tactical investment opportunities. |
Analysis of Past Performance
Type ETF | Historic Profit 27.29% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

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