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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 that reflects its focus on stable, income-oriented energy infrastructure companies. Strong holdings like MPLX and Oneok, which benefit from robust financial performance, revenue growth, and attractive dividend yields, are key drivers of the fund’s quality. However, positions such as Kinder Morgan and Southern Co, where technical trends are weaker and debt or cash flow challenges are noted, along with the fund’s concentration in North American energy infrastructure, introduce risk that keeps the rating from being higher.
Positive Factors
Strong Recent Performance
The fund has delivered strong gains so far this year, showing solid momentum in its strategy.
Leading Energy Infrastructure Holdings
Several of the largest positions in energy infrastructure companies have shown strong performance, helping drive the ETF’s returns.
Balanced Mix of Energy and Utilities
Heavy exposure to both energy and utilities provides a blend of growth potential and more stable, defensive businesses.
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 in Energy and Utilities
Most of the portfolio is tied to energy and utilities, making the fund sensitive to downturns or regulatory changes in these areas.
Limited Geographic Diversification
With the vast majority of assets in U.S. companies and only a small slice in Canada, the fund offers little exposure to other global markets.

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 owns companies that move, store, and process oil, gas, and other energy products, plus some utility firms. Well-known holdings include Kinder Morgan and Southern Company. Investors might consider EMLP for income and diversification, since many of its companies pay regular dividends and benefit from ongoing energy demand. However, it is heavily tied to the energy sector, so its value can go up and down with changes in energy prices and industry 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 powered by a core of rising North American midstream names, with Enterprise Products Partners and Energy Transfer setting the pace as steady, income-rich pipeline giants. Plains GP and Oneok add extra fuel, both showing strong recent momentum that helps lift the fund. MPLX is another solid contributor, keeping performance on a relatively smooth track. On the flip side, Kinder Morgan has been more mixed, occasionally losing steam, while utilities like PPL have lagged. Overall, the ETF is tightly focused on North American energy infrastructure, blending MLPs and utilities rather than going global or tech-heavy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Enterprise Products Partners8.83%$362.84M$83.66B23.01%
73
Outperform
Energy Transfer7.69%$316.32M$69.51B12.20%
70
Outperform
7.36%$302.72M
Plains GP Holdings4.29%$176.55M$20.31B35.64%
72
Outperform
MPLX4.22%$173.50M$58.64B9.73%
81
Outperform
National Fuel Gas Company3.93%$161.74M$7.69B-4.98%
77
Outperform
Kinder Morgan3.63%$149.07M$70.92B12.83%
68
Neutral
Southern Co2.66%$109.44M$108.28B-0.15%
68
Neutral
PPL2.64%$108.36M$26.86B-0.36%
66
Neutral
Oneok2.21%$91.03M$56.71B8.48%
82
Outperform

EMLP Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
43.58
Positive
100DMA
43.46
Positive
200DMA
41.08
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EMLP, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 44.14, equal to the 50-day MA of 43.58, and equal to the 200-day MA of 41.08, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EMLP.

EMLP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$4.13B0.95%
65
Neutral
$824.23M0.68%
68
Neutral
$505.75M0.69%
68
Neutral
$287.37M0.80%
68
Neutral
$96.75M0.85%
74
Outperform
$64.81M0.75%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EMLP
First Trust North American Energy Infrastructure Fund
43.97
7.05
19.10%
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
UMI
USCF Midstream Energy Income Fund 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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