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 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	New	+$17.3M	1.45%	12
2025 Q1	–	Sell	-737,747	Closed	-$14.4M	–	409
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 $1.66T AUM 25.57% 1-Year Est. Return

ABTD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

WANY

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

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

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

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

Coastal Bridge Advisors's EIPI Position: Q1 2026 in Review

Coastal Bridge Advisors increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 2% in Q1 2026, buying an estimated $434K and bringing the position to 1,012,885 shares worth $22.8M. The position accounts for 1.61% of the portfolio, ranked #12.

Coastal Bridge Advisors first reported a position in EIPI in Q2 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Coastal Bridge Advisors held 1,012,885 shares of FT Energy Income Partners Enhanced Income ETF worth $22.8M as of Q1 2026.
Coastal Bridge Advisors bought 20,213 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $434K.
FT Energy Income Partners Enhanced Income ETF made up 1.61% of Coastal Bridge Advisors's portfolio in Q1 2026, its #12 holding.
Coastal Bridge Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.