CWP
EIPI

Concord Wealth Partners’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Concord Wealth Partners’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
2025
Q4 		– Sell
-262
Closed -$5.19K – 902
2025
Q3 		$5.19K Buy
+262
New +$5.17K ﹤0.01% 617

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ABTD
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concord Wealth Partners's EIPI Position: Q4 2025 in Review

Concord Wealth Partners sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q4 2025, closing a stake of 262 shares — an estimated $5.19K sold.

Concord Wealth Partners first reported a position in EIPI in Q3 2025 and held it in 1 quarter. The position peaked at $5.19K in Q3 2025. 141 funds tracked by Wall St. Rank hold EIPI as of Q4 2025.

  • Concord Wealth Partners reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 262 FT Energy Income Partners Enhanced Income ETF shares in Q4 2025, an estimated $5.19K.
  • Concord Wealth Partners first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2025 and held it in 1 quarter.
  • Concord Wealth Partners's FT Energy Income Partners Enhanced Income ETF position peaked at $5.19K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.