Legacy Wealth Management (Idaho)’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Legacy Wealth Management (Idaho)’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	$42.8K	Hold	1,905	–	–	0.02%	288
2025 Q4	$37.9K	Hold	1,905	–	–	0.02%	260
2025 Q3	$37.8K	Hold	1,905	–	–	0.02%	206
2025 Q2	$37.6K	Hold	1,905	–	–	0.02%	179
2025 Q1	$38.7K	Hold	1,905	–	–	0.03%	164
2024 Q4	$38.2K	Hold	1,905	–	–	0.02%	143
2024 Q3	$38K	Buy	+1,905	New	+$36.3K	0.02%	139

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

Legacy Wealth Management (Idaho)'s EIPI Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its FT Energy Income Partners Enhanced Income ETF (EIPI) position steady in Q1 2026 at 1,905 shares worth $42.8K. The position accounts for 0.02% of the portfolio, ranked #288.

Legacy Wealth Management (Idaho) first reported a position in EIPI in Q3 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Legacy Wealth Management (Idaho) held 1,905 shares of FT Energy Income Partners Enhanced Income ETF worth $42.8K as of Q1 2026.
Legacy Wealth Management (Idaho) left its FT Energy Income Partners Enhanced Income ETF share count unchanged in Q1 2026.
FT Energy Income Partners Enhanced Income ETF made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #288 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.