HBW
EIPI

Hazlett, Burt & Watson’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Hazlett, Burt & Watson’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
2026
Q1 		$67K Hold
2,979
– – 0.02% 407
2025
Q4 		$58K Buy
2,979
+1,000
+51% +$19.8K 0.02% 425
2025
Q3 		$39K Buy
1,979
+500
+34% +$9.86K 0.01% 463
2025
Q2 		$29K Hold
1,479
– – 0.01% 451
2025
Q1 		$30K Buy
+1,479
New +$29.6K 0.01% 437

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Hazlett, Burt & Watson's EIPI Position: Q1 2026 in Review

Hazlett, Burt & Watson held its FT Energy Income Partners Enhanced Income ETF (EIPI) position steady in Q1 2026 at 2,979 shares worth $67K. The position accounts for 0.02% of the portfolio, ranked #407.

Hazlett, Burt & Watson first reported a position in EIPI in Q1 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • Hazlett, Burt & Watson held 2,979 shares of FT Energy Income Partners Enhanced Income ETF worth $67K as of Q1 2026.
  • Hazlett, Burt & Watson left its FT Energy Income Partners Enhanced Income ETF share count unchanged in Q1 2026.
  • FT Energy Income Partners Enhanced Income ETF made up 0.02% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #407 holding.
  • Hazlett, Burt & Watson first reported a position in FT Energy Income Partners Enhanced Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.