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 Q2	$1.61M	Buy	73,640 +2,340	+3%	+$52K	0.16%	103
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 $1.89T AUM 35.08% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

L.J. Altfest & Co's EIPI Position: Q2 2026 in Review

L.J. Altfest & Co increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 3.3% in Q2 2026, buying an estimated $52K and bringing the position to 73,640 shares worth $1.61M. The position accounts for 0.16% of the portfolio, ranked #103.

L.J. Altfest & Co first reported a position in EIPI in Q2 2024 and has held it in 9 quarters since. 165 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

L.J. Altfest & Co held 73,640 shares of FT Energy Income Partners Enhanced Income ETF worth $1.61M as of Q2 2026.
L.J. Altfest & Co bought 2,340 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $52K.
FT Energy Income Partners Enhanced Income ETF made up 0.16% of L.J. Altfest & Co's portfolio in Q2 2026, its #103 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 9 quarters since.
165 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.