L.M. Kohn & Company’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

L.M. Kohn & Company’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 Q3	$415K	Sell	20,921 -101	-0.5%	-$1.99K	0.5%	62
2025 Q2	$415K	Buy	21,022 +7,541	+56%	+$146K	0.11%	158
2025 Q1	$274K	Hold	13,481	–	–	0.07%	216
2024 Q4	$263K	Hold	13,481	–	–	0.07%	209
2024 Q3	$261K	Hold	13,481	–	–	0.07%	224
2024 Q2	$250K	Buy	+13,481	New	+$250K	0.07%	220

Other funds holding EIPI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

WANY

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

MWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

L.M. Kohn & Company's EIPI Position: Q3 2025 in Review

L.M. Kohn & Company reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 0.48% in Q3 2025, selling an estimated $1.99K and leaving 20,921 shares worth $415K. The position accounts for 0.5% of the portfolio, ranked #62.

L.M. Kohn & Company first reported a position in EIPI in Q2 2024 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold EIPI as of Q3 2025.

L.M. Kohn & Company held 20,921 shares of FT Energy Income Partners Enhanced Income ETF worth $415K as of Q3 2025.
L.M. Kohn & Company sold 101 FT Energy Income Partners Enhanced Income ETF shares in Q3 2025, an estimated $1.99K.
FT Energy Income Partners Enhanced Income ETF made up 0.5% of L.M. Kohn & Company's portfolio in Q3 2025, its #62 holding.
L.M. Kohn & Company first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.