DWM
EIPI

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

Dogwood Wealth Management’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
-1,264
Closed -$25.1K – 832
2025
Q3 		$25.1K Hold
1,264
– – 0.01% 165
2025
Q2 		$24.7K Buy
+1,264
New +$24.5K 0.01% 158

Other funds holding EIPI

Morgan Stanley
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
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

Dogwood Wealth Management's EIPI Position: Q4 2025 in Review

Dogwood Wealth Management sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q4 2025, closing a stake of 1,264 shares — an estimated $25.1K sold.

Dogwood Wealth Management first reported a position in EIPI in Q2 2025 and held it in 2 quarters. The position peaked at $25.1K in Q3 2025. 141 funds tracked by Wall St. Rank hold EIPI as of Q4 2025.

  • Dogwood Wealth Management reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 1,264 FT Energy Income Partners Enhanced Income ETF shares in Q4 2025, an estimated $25.1K.
  • Dogwood Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's FT Energy Income Partners Enhanced Income ETF position peaked at $25.1K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.