Cambridge Investment Research Advisors

Cambridge Investment Research Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q1	$6.78M	Sell	301,421 -3,393	-1%	-$72.9K	0.02%	797
2025 Q4	$6.06M	Sell	304,814 -1,364	-0.4%	-$27.1K	0.02%	825
2025 Q3	$6.07M	Buy	306,178 +16,505	+6%	+$326K	0.02%	804
2025 Q2	$5.71M	Sell	289,673 -34,086	-11%	-$660K	0.02%	781
2025 Q1	$6.57M	Buy	323,759 +10,705	+3%	+$215K	0.02%	669
2024 Q4	$6.1M	Sell	313,054 -5,004	-2%	-$99.1K	0.02%	693
2024 Q3	$6.15M	Sell	318,058 -3,625	-1%	-$69K	0.02%	703
2024 Q2	$5.98M	Buy	+321,683	New	+$5.97M	0.02%	670

Other funds holding EIPI

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

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial

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

Arvest Investments Rogers, Arkansas $733M AUM 15.09% 1-Year Est. Return