D.A. Davidson & Co’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

D.A. Davidson & Co’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	$271K	Buy	+8,425	New	+$252K	﹤0.01%	1390

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

D.A. Davidson & Co's EIPX Position: Q1 2026 in Review

D.A. Davidson & Co opened a new position in FT Energy Income Partners Strategy ETF (EIPX) in Q1 2026: 8,425 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings.

49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

D.A. Davidson & Co held 8,425 shares of FT Energy Income Partners Strategy ETF worth $271K as of Q1 2026.
FT Energy Income Partners Strategy ETF was a new D.A. Davidson & Co position in Q1 2026.
FT Energy Income Partners Strategy ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1390 holding.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.