Coastal Bridge Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Coastal Bridge 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 Q2	$22.4M	Buy	1,023,734 +10,849	+1%	+$241K	1.38%	13
2026 Q1	$22.8M	Buy	1,012,885 +20,213	+2%	+$434K	1.61%	12
2025 Q4	$19.7M	Buy	992,672 +24,411	+3%	+$484K	1.47%	11
2025 Q3	$19.2M	Buy	968,261 +75,478	+8%	+$1.49M	1.45%	13
2025 Q2	$17.6M	Buy	892,783 +19,888	+2%	+$385K	1.45%	12
2025 Q1	$17.7M	Buy	872,895 +135,148	+18%	+$2.71M	1.6%	9
2024 Q4	$14.4M	Buy	737,747 +51,005	+7%	+$1.01M	3.62%	5
2024 Q3	$13.3M	Buy	686,742 +23,249	+4%	+$443K	3.29%	6
2024 Q2	$12.3M	Buy	+663,493	New	+$12.3M	3.06%	8

Other funds holding EIPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Coastal Bridge Advisors's EIPI Position: Q2 2026 in Review

Coastal Bridge Advisors increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 1.1% in Q2 2026, buying an estimated $241K and bringing the position to 1,023,734 shares worth $22.4M. The position accounts for 1.38% of the portfolio, ranked #13.

Coastal Bridge Advisors first reported a position in EIPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.8M in Q1 2026. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

Coastal Bridge Advisors held 1,023,734 shares of FT Energy Income Partners Enhanced Income ETF worth $22.4M as of Q2 2026.
Coastal Bridge Advisors bought 10,849 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $241K.
FT Energy Income Partners Enhanced Income ETF made up 1.38% of Coastal Bridge Advisors's portfolio in Q2 2026, its #13 holding.
Coastal Bridge Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 9 quarters since.
Coastal Bridge Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $22.8M in Q1 2026.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.