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EMLP - ETF AI Analysis

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EMLP

First Trust North American Energy Infrastructure Fund (EMLP)

Rating:65Neutral
Price Target:
EMLP, the First Trust North American Energy Infrastructure Fund, has a solid overall rating driven mainly by strong, income-focused holdings like MPLX, Enterprise Products Partners (EPD), and Energy Transfer (ET), which benefit from robust financial performance, attractive dividends, and supportive earnings calls. However, some key utilities and infrastructure names such as Kinder Morgan (KMI), Southern Co (SO), PPL, and Duke Energy (DUK) face bearish technical trends, cash flow or debt challenges, and valuation concerns, which weigh on the fund’s rating. The main risk factor is its concentration in North American energy infrastructure, which ties performance closely to sector-specific issues like energy demand, regulation, and commodity-related volatility.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Top Holdings
Most of the largest positions, including major energy and utility names, have delivered positive year-to-date results that support the fund’s overall performance.
Focused but Mixed Sector Exposure
The fund combines large allocations to both energy and utilities, giving investors exposure to two related but distinct parts of the infrastructure space.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration Risk
With most assets in energy and utilities, the ETF is heavily exposed to downturns or regulatory changes affecting these sectors.
Limited Geographic Diversification
The portfolio is overwhelmingly invested in U.S. companies with only a small slice in Canada, offering little protection if North American energy infrastructure faces challenges.

EMLP vs. SPDR S&P 500 ETF (SPY)

EMLP Summary

EMLP is an ETF that focuses on North American energy infrastructure rather than tracking a broad market index. It mainly holds companies that move, store, and process oil, gas, and other energy products, plus some utility companies. Well-known holdings include Kinder Morgan and Duke Energy. Someone might invest in EMLP for potential income from dividends and to get targeted exposure to the energy and utilities sectors in one fund. A key risk is that it is heavily tied to the energy industry, so its value can rise or fall sharply with energy prices and sector conditions.
How much will it cost me?The ETF EMLP has an expense ratio of 0.96%, which means you’ll pay $9.60 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on specialized energy infrastructure investments that require more research and management compared to passively managed funds.
What would affect this ETF?EMLP could benefit from increased energy demand and investments in North American energy infrastructure, especially as the region transitions to sustainable energy solutions. However, it may face challenges from fluctuating energy prices, regulatory changes affecting MLPs, or economic slowdowns impacting infrastructure projects. Its focus on energy and utilities makes it sensitive to interest rate changes, which could impact dividend yields and borrowing costs for its top holdings.

EMLP Top 10 Holdings

EMLP is firmly hitched to North American energy infrastructure, with pipeline giants like Energy Transfer and Enterprise Products Partners doing much of the heavy lifting as their shares have been steadily rising on solid cash flows and income appeal. Kinder Morgan and Plains GP are also adding fuel to returns, helped by improving sentiment around midstream assets. On the other side, utility names such as Southern Co, PPL, and Entergy have been more mixed to lagging, acting as a stabilizing ballast but slightly dulling the fund’s overall momentum. The portfolio is almost entirely North American and heavily tilted toward energy and utilities, making it a focused play on the continent’s energy backbone.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Energy Transfer7.49%$298.25M$65.43B0.48%
70
Outperform
Enterprise Products Partners7.47%$297.47M$80.91B9.93%
73
Outperform
6.35%$252.76M
MPLX4.28%$170.40M$56.77B3.77%
81
Outperform
Plains GP Holdings3.97%$158.11M$18.07B9.76%
72
Outperform
Kinder Morgan3.92%$155.96M$73.15B13.69%
68
Neutral
National Fuel Gas Company3.76%$149.82M$8.83B16.14%
77
Outperform
Southern Co2.71%$107.89M$108.51B6.18%
68
Neutral
PPL2.61%$103.75M$28.83B6.20%
66
Neutral
Entergy2.32%$92.39M$51.45B31.14%
66
Neutral

EMLP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
42.20
Positive
100DMA
40.02
Positive
200DMA
38.51
Positive
Market Momentum
MACD
0.39
Positive
RSI
56.71
Neutral
STOCH
54.99
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EMLP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.47, equal to the 50-day MA of 42.20, and equal to the 200-day MA of 38.51, indicating a bullish trend. The MACD of 0.39 indicates Positive momentum. The RSI at 56.71 is Neutral, neither overbought nor oversold. The STOCH value of 54.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EMLP.

EMLP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.01B0.95%
65
Neutral
$515.63M0.69%
68
Neutral
$485.30M0.68%
68
Neutral
$231.51M0.80%
71
Outperform
$65.81M0.85%
78
Outperform
$62.75M0.75%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EMLP
First Trust North American Energy Infrastructure Fund
43.50
7.67
21.41%
UMI
USCF Midstream Energy Income Fund ETF
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
MDST
Westwood Salient Enhanced Midstream Income ETF
WEEI
Westwood Salient Enhanced Energy Income ETF
PIPE
Invesco SteelPath MLP & Energy Infrastructure ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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