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Concurrent Investment Advisors’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		$885K Buy
27,532
+742
+3% +$22.2K 0.01% 922
2025
Q4 		$708K Buy
+26,790
New +$709K 0.01% 988

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
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
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Concurrent Investment Advisors's EIPX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 2.8% in Q1 2026, buying an estimated $22.2K and bringing the position to 27,532 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #922.

Concurrent Investment Advisors first reported a position in EIPX in Q4 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • Concurrent Investment Advisors held 27,532 shares of FT Energy Income Partners Strategy ETF worth $885K as of Q1 2026.
  • Concurrent Investment Advisors bought 742 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $22.2K.
  • FT Energy Income Partners Strategy ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #922 holding.
  • Concurrent Investment Advisors first reported a position in FT Energy Income Partners Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.