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Benjamin Edwards Inc’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Benjamin Edwards Inc’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
2025
Q3 		– Sell
-66,467
Closed -$1.7M – 1308
2025
Q2 		$1.7M Sell
66,467
-7,634
-10% -$190K 0.02% 486
2025
Q1 		$1.93M Buy
+74,101
New +$1.9M 0.03% 425

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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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 $38.1B AUM 19.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Benjamin Edwards Inc's EIPX Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q3 2025, closing a stake of 66,467 shares — an estimated $1.7M sold.

Benjamin Edwards Inc first reported a position in EIPX in Q1 2025 and held it in 2 quarters. The position peaked at $1.93M in Q1 2025. 36 funds tracked by Wall St. Rank hold EIPX as of Q3 2025.

  • Benjamin Edwards Inc reported no remaining FT Energy Income Partners Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 66,467 FT Energy Income Partners Strategy ETF shares in Q3 2025, an estimated $1.7M.
  • Benjamin Edwards Inc first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Benjamin Edwards Inc's FT Energy Income Partners Strategy ETF position peaked at $1.93M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.