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CEDRUS’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

CEDRUS’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
2024
Q3 		$926K Buy
38,282
+7,543
+25% +$181K 0.34% 57
2024
Q2 		$718K Buy
+30,739
New +$719K 0.36% 56

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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

CEDRUS's EIPX Position: Q3 2024 in Review

CEDRUS increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 25% in Q3 2024, buying an estimated $181K and bringing the position to 38,282 shares worth $926K. The position accounts for 0.34% of the portfolio, ranked #57.

CEDRUS first reported a position in EIPX in Q2 2024 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold EIPX as of Q3 2024.

  • CEDRUS held 38,282 shares of FT Energy Income Partners Strategy ETF worth $926K as of Q3 2024.
  • CEDRUS bought 7,543 FT Energy Income Partners Strategy ETF shares in Q3 2024, an estimated $181K.
  • FT Energy Income Partners Strategy ETF made up 0.34% of CEDRUS's portfolio in Q3 2024, its #57 holding.
  • CEDRUS first reported a position in FT Energy Income Partners Strategy ETF in Q2 2024 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.