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Fiduciary Trust’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Fiduciary Trust’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 		$162M Sell
5,044,605
-151,373
-3% -$4.52M 1.92% 10
2025
Q4 		$137M Sell
5,195,978
-137,707
-3% -$3.64M 1.56% 11
2025
Q3 		$140M Sell
5,333,685
-4,845
-0.1% -$126K 1.58% 11
2025
Q2 		$137M Sell
5,338,530
-56,344
-1% -$1.4M 1.68% 11
2025
Q1 		$141M Buy
5,394,874
+77
+0% +$1.98K 1.84% 10
2024
Q4 		$132M Buy
5,394,797
+39,632
+0.7% +$991K 1.75% 12
2024
Q3 		$129M Buy
5,355,165
+21,169
+0.4% +$507K 1.81% 8
2024
Q2 		$125M Sell
5,333,996
-12,398
-0.2% -$290K 1.87% 10
2024
Q1 		$123M Buy
5,346,394
+54,651
+1% +$1.18M 1.89% 9
2023
Q4 		$113M Buy
5,291,743
+61,637
+1% +$1.3M 1.88% 9
2023
Q3 		$110M Buy
5,230,106
+218,348
+4% +$4.59M 2.02% 9
2023
Q2 		$101M Buy
5,011,758
+116,199
+2% +$2.33M 1.78% 9
2023
Q1 		$97.3M Buy
4,895,559
+192,026
+4% +$3.87M 1.8% 9
2022
Q4 		$93.7M Buy
+4,703,533
New +$94.7M 1.82% 8

Other funds holding EIPX

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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Fiduciary Trust's EIPX Position: Q1 2026 in Review

Fiduciary Trust reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 2.9% in Q1 2026, selling an estimated $4.52M and leaving 5,044,605 shares worth $162M. The position accounts for 1.92% of the portfolio, ranked #10.

Fiduciary Trust first reported a position in EIPX in Q4 2022 and has held it in 14 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • Fiduciary Trust held 5,044,605 shares of FT Energy Income Partners Strategy ETF worth $162M as of Q1 2026.
  • Fiduciary Trust sold 151,373 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $4.52M.
  • FT Energy Income Partners Strategy ETF made up 1.92% of Fiduciary Trust's portfolio in Q1 2026, its #10 holding.
  • Fiduciary Trust first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and has held it in 14 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.