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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
Q2 		$266K Buy
8,503
+78
+0.9% +$2.49K ﹤0.01% 1434
2026
Q1 		$271K Buy
+8,425
New +$252K ﹤0.01% 1390

Other funds holding EIPX

AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

D.A. Davidson & Co's EIPX Position: Q2 2026 in Review

D.A. Davidson & Co increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.93% in Q2 2026, buying an estimated $2.49K and bringing the position to 8,503 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

D.A. Davidson & Co first reported a position in EIPX in Q1 2026 and has held it in 2 quarters since. The position peaked at $271K in Q1 2026. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • D.A. Davidson & Co held 8,503 shares of FT Energy Income Partners Strategy ETF worth $266K as of Q2 2026.
  • D.A. Davidson & Co bought 78 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $2.49K.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1434 holding.
  • D.A. Davidson & Co first reported a position in FT Energy Income Partners Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • D.A. Davidson & Co's FT Energy Income Partners Strategy ETF position peaked at $271K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.