Kesler Norman & Wride’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Kesler Norman & Wride’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	-14,381	Closed	-$280K	–	270
2025 Q3	$280K	Buy	14,381 +332	+2%	+$6.55K	0.06%	204
2025 Q2	$277K	Sell	14,049 -372	-3%	-$7.2K	0.05%	204
2025 Q1	$293K	Buy	14,421 +40	+0.3%	+$802	0.06%	194
2024 Q4	$280K	Buy	14,381 +52	+0.4%	+$1.03K	0.06%	199
2024 Q3	$277K	Buy	14,329 +40	+0.3%	+$762	0.05%	210
2024 Q2	$265K	Buy	+14,289	New	+$265K	0.06%	158

Other funds holding EIPI

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 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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kesler Norman & Wride's EIPI Position: Q4 2025 in Review

Kesler Norman & Wride sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q4 2025, closing a stake of 14,381 shares — an estimated $280K sold.

Kesler Norman & Wride first reported a position in EIPI in Q2 2024 and held it in 6 quarters. The position peaked at $293K in Q1 2025. 141 funds tracked by Wall St. Rank hold EIPI as of Q4 2025.

Kesler Norman & Wride reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q4 2025 after selling out during the quarter.
Kesler Norman & Wride sold 14,381 FT Energy Income Partners Enhanced Income ETF shares in Q4 2025, an estimated $280K.
Kesler Norman & Wride first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 6 quarters.
Kesler Norman & Wride's FT Energy Income Partners Enhanced Income ETF position peaked at $293K in Q1 2025.
141 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.