LPL Financial
EIPX icon

LPL Financial’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

LPL Financial’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
Q2 		$9.94M Sell
317,542
-8,882
-3% -$284K ﹤0.01% 2151
2026
Q1 		$10.5M Buy
326,424
+61,222
+23% +$1.83M ﹤0.01% 1958
2025
Q4 		$7.01M Sell
265,202
-43,775
-14% -$1.16M ﹤0.01% 2245
2025
Q3 		$8.08M Sell
308,977
-29,733
-9% -$771K ﹤0.01% 2069
2025
Q2 		$8.68M Buy
338,710
+3,874
+1% +$96.3K ﹤0.01% 1857
2025
Q1 		$8.72M Buy
334,836
+123,641
+59% +$3.17M ﹤0.01% 1699
2024
Q4 		$5.18M Buy
211,195
+13,729
+7% +$343K ﹤0.01% 2056
2024
Q3 		$4.77M Sell
197,466
-5,016
-2% -$120K ﹤0.01% 2036
2024
Q2 		$4.73M Buy
202,482
+42,697
+27% +$998K ﹤0.01% 1903
2024
Q1 		$3.68M Buy
159,785
+4,792
+3% +$103K ﹤0.01% 2029
2023
Q4 		$3.3M Sell
154,993
-82,743
-35% -$1.75M ﹤0.01% 2002
2023
Q3 		$5.02M Buy
237,736
+91,806
+63% +$1.93M ﹤0.01% 1594
2023
Q2 		$2.94M Buy
+145,930
New +$2.93M ﹤0.01% 1932

Other funds holding EIPX

AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

LPL Financial's EIPX Position: Q2 2026 in Review

LPL Financial reduced its FT Energy Income Partners Strategy ETF (EIPX) stake by 2.7% in Q2 2026, selling an estimated $284K and leaving 317,542 shares worth $9.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

LPL Financial first reported a position in EIPX in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q1 2026. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • LPL Financial held 317,542 shares of FT Energy Income Partners Strategy ETF worth $9.94M as of Q2 2026.
  • LPL Financial sold 8,882 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $284K.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2151 holding.
  • LPL Financial first reported a position in FT Energy Income Partners Strategy ETF in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's FT Energy Income Partners Strategy ETF position peaked at $10.5M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.