Bridges Investment Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Bridges Investment Management’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 Q3	–	Sell	-121,300	Closed	-$2.39M	–	430
2025 Q2	$2.39M	Sell	121,300 -53,860	-31%	-$1.04M	0.03%	153
2025 Q1	$3.55M	Hold	175,160	–	–	0.05%	119
2024 Q4	$3.41M	Hold	175,160	–	–	0.05%	122
2024 Q3	$3.39M	Hold	175,160	–	–	0.05%	122
2024 Q2	$3.25M	Buy	+175,160	New	+$3.25M	0.05%	117

Other funds holding EIPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bridges Investment Management's EIPI Position: Q3 2025 in Review

Bridges Investment Management sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q3 2025, closing a stake of 121,300 shares — an estimated $2.39M sold.

Bridges Investment Management first reported a position in EIPI in Q2 2024 and held it in 5 quarters. The position peaked at $3.55M in Q1 2025. 137 funds tracked by Wall St. Rank hold EIPI as of Q3 2025.

Bridges Investment Management reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q3 2025 after selling out during the quarter.
Bridges Investment Management sold 121,300 FT Energy Income Partners Enhanced Income ETF shares in Q3 2025, an estimated $2.39M.
Bridges Investment Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 5 quarters.
Bridges Investment Management's FT Energy Income Partners Enhanced Income ETF position peaked at $3.55M in Q1 2025.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2025.

Based on Bridges Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.