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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 energy infrastructure 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 utilities and infrastructure names such as Kinder Morgan (KMI), Southern Co (SO), PPL, and Entergy (ETR) face issues like bearish technical trends, high debt, or cash flow challenges, which weigh on the fund’s rating and highlight the risk of concentration in capital-intensive, rate- and commodity-sensitive energy and utility businesses.
Positive Factors
Strong Recent Performance
The fund has delivered solid gains so far this year, showing positive momentum despite a slightly weak recent month.
Leading Energy Infrastructure Holdings
Many of the largest positions, including several well-known pipeline and utility companies, have shown strong year-to-date performance that supports the fund’s returns.
Focused North American Exposure
Concentrating mainly on U.S. and some Canadian energy infrastructure can provide targeted exposure to a key regional market for energy demand and transport.
Negative Factors
High Expense Ratio
The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.
Sector Concentration Risk
Heavy exposure to utilities and energy means the fund could be hit hard if conditions worsen for these specific sectors.
Limited Geographic Diversification
With most assets in the U.S. and only a small slice in Canada, the fund offers little protection if North American energy markets face broad challenges.

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

EMLP Summary

EMLP is an exchange-traded fund 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. Well-known holdings include Kinder Morgan and Energy Transfer. Investors might consider EMLP if they want a mix of potential income from dividends and exposure to the long-term need for energy infrastructure, especially in the U.S. and Canada. A key risk is that it is heavily tied to the energy sector, so its value can rise or fall sharply with 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 built around North American energy infrastructure, with big pipeline names like Energy Transfer and Enterprise Products Partners doing much of the heavy lifting thanks to steady, if recently cooling, gains. Plains GP and Kinder Morgan add more midstream punch, though their near-term performance has been a bit choppy, occasionally putting a small drag on returns. On the utility side, Entergy has been a bright spot, rising strongly and helping smooth out energy-sector bumps. Overall, the fund is tightly focused on North American midstream and utilities, not a global energy grab bag.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Enterprise Products Partners7.27%$288.50M$82.15B21.84%
73
Outperform
Energy Transfer7.26%$287.90M$65.64B10.24%
70
Outperform
7.20%$285.51M
MPLX4.02%$159.56M$56.18B4.16%
81
Outperform
Plains GP Holdings3.80%$150.70M$17.64B20.32%
72
Outperform
Kinder Morgan3.56%$141.38M$70.62B14.33%
68
Neutral
National Fuel Gas Company3.51%$139.23M$8.38B13.40%
77
Outperform
PPL2.68%$106.40M$29.15B6.25%
66
Neutral
Southern Co2.66%$105.53M$105.39B3.33%
68
Neutral
Entergy2.40%$95.07M$52.02B33.32%
66
Neutral

EMLP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
43.37
Positive
100DMA
40.98
Positive
200DMA
39.13
Positive
Market Momentum
MACD
0.02
Positive
RSI
53.44
Neutral
STOCH
73.76
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 43.57, equal to the 50-day MA of 43.37, and equal to the 200-day MA of 39.13, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 53.44 is Neutral, neither overbought nor oversold. The STOCH value of 73.76 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
$3.96B0.95%
65
Neutral
$537.67M0.68%
65
Neutral
$458.51M0.69%
68
Neutral
$233.75M0.80%
68
Neutral
$67.65M0.85%
73
Outperform
$60.25M0.75%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EMLP
First Trust North American Energy Infrastructure Fund
43.55
8.00
22.50%
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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