AlTi Global’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

AlTi Global’s Portfolio EIPX Stock Details EIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$149M	Buy	4,637,146 +213,373	+5%	+$6.38M	3.24%	8
2025 Q4	$117M	Buy	4,423,773 +36,751	+0.8%	+$972K	2.51%	9
2025 Q3	$115M	Buy	4,387,022 +213,621	+5%	+$5.54M	2.69%	8
2025 Q2	$107M	Buy	4,173,401 +79,678	+2%	+$1.98M	2.68%	9
2025 Q1	$107M	Buy	4,093,723 +284,392	+7%	+$7.3M	2.8%	10
2024 Q4	$93.5M	Buy	3,809,331 +342,846	+10%	+$8.57M	2.26%	10
2024 Q3	$83.8M	Buy	3,466,485 +62,874	+2%	+$1.5M	2.01%	10
2024 Q2	$79.5M	Buy	3,403,611 +711,067	+26%	+$16.6M	2.13%	9
2024 Q1	$62.1M	Buy	2,692,544 +486,386	+22%	+$10.5M	1.73%	10
2023 Q4	$46.9M	Buy	+2,206,158	New	+$46.6M	1.44%	12

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

AlTi Global's EIPX Position: Q1 2026 in Review

AlTi Global increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 4.8% in Q1 2026, buying an estimated $6.38M and bringing the position to 4,637,146 shares worth $149M. The position accounts for 3.24% of the portfolio, ranked #8.

AlTi Global first reported a position in EIPX in Q4 2023 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

AlTi Global held 4,637,146 shares of FT Energy Income Partners Strategy ETF worth $149M as of Q1 2026.
AlTi Global bought 213,373 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $6.38M.
FT Energy Income Partners Strategy ETF made up 3.24% of AlTi Global's portfolio in Q1 2026, its #8 holding.
AlTi Global first reported a position in FT Energy Income Partners Strategy ETF in Q4 2023 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.