AWS
EIPI

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return