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 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

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

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

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

LPL Financial's EIPX Position: Q1 2026 in Review

LPL Financial increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 23% in Q1 2026, buying an estimated $1.83M and bringing the position to 326,424 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

LPL Financial first reported a position in EIPX in Q2 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

LPL Financial held 326,424 shares of FT Energy Income Partners Strategy ETF worth $10.5M as of Q1 2026.
LPL Financial bought 61,222 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $1.83M.
FT Energy Income Partners Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1958 holding.
LPL Financial first reported a position in FT Energy Income Partners Strategy ETF in Q2 2023 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.