Eastern Bank’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Eastern Bank’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 Q3	$3.07M	Sell	98,018 -199	-0.2%	-$6.5K	0.05%	134
2026 Q2	$3.07M	Buy	98,217 +19,439	+25%	+$621K	0.05%	133
2026 Q1	$2.53M	Sell	78,778 -22,067	-22%	-$660K	0.04%	151
2025 Q4	$2.67M	Buy	+100,845	New	+$2.67M	0.05%	130

Other funds holding EIPX

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank's EIPX Position: Q3 2026 in Review

Eastern Bank reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 0.2% in Q3 2026, selling an estimated $6.5K and leaving 98,018 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #134.

Eastern Bank first reported a position in EIPX in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.07M in Q2 2026. 11 funds tracked by Wall St. Rank hold EIPX as of Q3 2026.

Eastern Bank held 98,018 shares of FT Energy Income Partners Strategy ETF worth $3.07M as of Q3 2026.
Eastern Bank sold 199 FT Energy Income Partners Strategy ETF shares in Q3 2026, an estimated $6.5K.
FT Energy Income Partners Strategy ETF made up 0.05% of Eastern Bank's portfolio in Q3 2026, its #134 holding.
Eastern Bank first reported a position in FT Energy Income Partners Strategy ETF in Q4 2025 and has held it in 4 quarters since.
Eastern Bank's FT Energy Income Partners Strategy ETF position peaked at $3.07M in Q2 2026.
11 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.