Atria Wealth Solutions’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Atria Wealth Solutions’s Portfolio EIPI Stock Details EIPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$597K	Buy	30,285 +180	+0.6%	+$3.48K	0.01%	836
2025 Q1	$611K	Sell	30,105 -523	-2%	-$10.5K	0.01%	1102
2024 Q4	$597K	Sell	30,628 -2,258	-7%	-$44.7K	0.01%	1178
2024 Q3	$637K	Sell	32,886 -1,096	-3%	-$20.9K	0.01%	1124
2024 Q2	$632K	Buy	+33,982	New	+$630K	0.01%	1115

Other funds holding EIPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atria Wealth Solutions's EIPI Position: Q2 2025 in Review

Atria Wealth Solutions increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.6% in Q2 2025, buying an estimated $3.48K and bringing the position to 30,285 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #836.

Atria Wealth Solutions first reported a position in EIPI in Q2 2024 and has held it in 5 quarters since. The position peaked at $637K in Q3 2024. 137 funds tracked by Wall St. Rank hold EIPI as of Q2 2025.

Atria Wealth Solutions held 30,285 shares of FT Energy Income Partners Enhanced Income ETF worth $597K as of Q2 2025.
Atria Wealth Solutions bought 180 FT Energy Income Partners Enhanced Income ETF shares in Q2 2025, an estimated $3.48K.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #836 holding.
Atria Wealth Solutions first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 5 quarters since.
Atria Wealth Solutions's FT Energy Income Partners Enhanced Income ETF position peaked at $637K in Q3 2024.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.