Cetera Investment Advisers
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Cetera Investment Advisers’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Cetera Investment Advisers’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
Q4 		– Sell
-22,261
Closed -$538K – 3813
2024
Q3 		$538K Buy
+22,261
New +$533K ﹤0.01% 2597

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cetera Investment Advisers's EIPX Position: Q4 2024 in Review

Cetera Investment Advisers sold out of FT Energy Income Partners Strategy ETF (EIPX) in Q4 2024, closing a stake of 22,261 shares — an estimated $538K sold.

Cetera Investment Advisers first reported a position in EIPX in Q3 2024 and held it in 1 quarter. The position peaked at $538K in Q3 2024. 30 funds tracked by Wall St. Rank hold EIPX as of Q4 2024.

  • Cetera Investment Advisers reported no remaining FT Energy Income Partners Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 22,261 FT Energy Income Partners Strategy ETF shares in Q4 2024, an estimated $538K.
  • Cetera Investment Advisers first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's FT Energy Income Partners Strategy ETF position peaked at $538K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.