AAP
EIPX icon

Arax Advisory Partners’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Arax Advisory Partners’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 		$2.21M Buy
68,849
+191
+0.3% +$5.71K 0.06% 253
2025
Q4 		$1.82M Buy
+68,658
New +$1.82M 0.05% 257
2025
Q3 		– Sell
-59,769
Closed -$1.53M – 3781
2025
Q2 		$1.53M Buy
59,769
+9,636
+19% +$240K 0.07% 179
2025
Q1 		$1.31M Buy
50,133
+1,924
+4% +$49.4K 0.08% 150
2024
Q4 		$1.18M Buy
+48,209
New +$1.21M 0.07% 158

Other funds holding EIPX

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.21B 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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return