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

Legacy Wealth Management (Idaho)’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	$837K	Sell	26,021 -4,716	-15%	-$141K	0.42%	59
2025 Q4	$813K	Buy	30,737 +12,437	+68%	+$329K	0.39%	56
2025 Q3	$479K	Buy	18,300 +2,026	+12%	+$52.6K	0.22%	68
2025 Q2	$417K	Buy	16,274 +4,046	+33%	+$101K	0.22%	58
2025 Q1	$319K	Buy	12,228 +1,433	+13%	+$36.8K	0.23%	55
2024 Q4	$277K	Buy	10,795 +6,206	+135%	+$155K	0.18%	62
2024 Q3	$116K	Buy	+4,589	New	+$110K	0.07%	79

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

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

Legacy Wealth Management (Idaho) reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 15% in Q1 2026, selling an estimated $141K and leaving 26,021 shares worth $837K. The position accounts for 0.42% of the portfolio, ranked #59.

Legacy Wealth Management (Idaho) first reported a position in EIPX in Q3 2024 and has held it in 7 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Legacy Wealth Management (Idaho) held 26,021 shares of FT Energy Income Partners Strategy ETF worth $837K as of Q1 2026.
Legacy Wealth Management (Idaho) sold 4,716 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $141K.
FT Energy Income Partners Strategy ETF made up 0.42% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #59 holding.
Legacy Wealth Management (Idaho) first reported a position in FT Energy Income Partners Strategy ETF in Q3 2024 and has held it in 7 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

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