Kestra Private Wealth Services’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Kestra Private Wealth Services’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	$806K	Buy	25,058 +3,575	+17%	+$107K	0.01%	956
2025 Q4	$568K	Buy	21,483 +1,013	+5%	+$26.8K	0.01%	1097
2025 Q3	$536K	Sell	20,470 -41	-0.2%	-$1.06K	0.01%	1061
2025 Q2	$526K	Buy	20,511 +5,309	+35%	+$132K	0.01%	1016
2025 Q1	$396K	Buy	+15,202	New	+$390K	0.01%	1074

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kestra Private Wealth Services's EIPX Position: Q1 2026 in Review

Kestra Private Wealth Services increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 17% in Q1 2026, buying an estimated $107K and bringing the position to 25,058 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #956.

Kestra Private Wealth Services first reported a position in EIPX in Q1 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Kestra Private Wealth Services held 25,058 shares of FT Energy Income Partners Strategy ETF worth $806K as of Q1 2026.
Kestra Private Wealth Services bought 3,575 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $107K.
FT Energy Income Partners Strategy ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #956 holding.
Kestra Private Wealth Services first reported a position in FT Energy Income Partners Strategy ETF in Q1 2025 and has held it in 5 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.