AG
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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
Q2 		$154M Buy
4,931,716
+294,570
+6% +$9.41M 3.19% 7
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

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

AlTi Global's EIPX Position: Q2 2026 in Review

AlTi Global increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 6.4% in Q2 2026, buying an estimated $9.41M and bringing the position to 4,931,716 shares worth $154M. The position accounts for 3.19% of the portfolio, ranked #7.

AlTi Global first reported a position in EIPX in Q4 2023 and has held it in 11 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • AlTi Global held 4,931,716 shares of FT Energy Income Partners Strategy ETF worth $154M as of Q2 2026.
  • AlTi Global bought 294,570 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $9.41M.
  • FT Energy Income Partners Strategy ETF made up 3.19% of AlTi Global's portfolio in Q2 2026, its #7 holding.
  • AlTi Global first reported a position in FT Energy Income Partners Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.