L.J. Altfest & Co’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

L.J. Altfest & Co’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	$1.6M	Buy	71,300 +819	+1%	+$17.6K	0.17%	102
2025 Q4	$1.4M	Buy	70,481 +488	+0.7%	+$9.68K	0.15%	105
2025 Q3	$1.39M	Buy	69,993 +1,929	+3%	+$38.1K	0.15%	103
2025 Q2	$1.34M	Buy	68,064 +559	+0.8%	+$10.8K	0.16%	102
2025 Q1	$1.37M	Buy	67,505 +1,003	+2%	+$20.1K	0.17%	96
2024 Q4	$1.3M	Buy	66,502 +2,719	+4%	+$53.8K	0.17%	95
2024 Q3	$1.23M	Sell	63,783 -916	-1%	-$17.4K	0.16%	103
2024 Q2	$1.2M	Buy	+64,699	New	+$1.2M	0.16%	97

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

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

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

L.J. Altfest & Co's EIPI Position: Q1 2026 in Review

L.J. Altfest & Co increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 1.2% in Q1 2026, buying an estimated $17.6K and bringing the position to 71,300 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #102.

L.J. Altfest & Co first reported a position in EIPI in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

L.J. Altfest & Co held 71,300 shares of FT Energy Income Partners Enhanced Income ETF worth $1.6M as of Q1 2026.
L.J. Altfest & Co bought 819 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $17.6K.
FT Energy Income Partners Enhanced Income ETF made up 0.17% of L.J. Altfest & Co's portfolio in Q1 2026, its #102 holding.
L.J. Altfest & Co first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.