Modern Wealth Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Modern Wealth Management’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	$17.9M	Sell	804,177 -22,616	-3%	-$486K	0.31%	85
2025 Q4	$16.4M	Sell	826,793 -6,728	-0.8%	-$133K	0.3%	81
2025 Q3	$16.5M	Buy	833,521 +18,667	+2%	+$368K	0.33%	80
2025 Q2	$16.1M	Sell	814,854 -13,419	-2%	-$260K	0.4%	64
2025 Q1	$16.8M	Buy	828,273 +24,028	+3%	+$482K	0.54%	43
2024 Q4	$15.7M	Buy	+804,245	New	+$15.9M	0.59%	38

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Modern Wealth Management's EIPI Position: Q1 2026 in Review

Modern Wealth Management reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 2.7% in Q1 2026, selling an estimated $486K and leaving 804,177 shares worth $17.9M. The position accounts for 0.31% of the portfolio, ranked #85.

Modern Wealth Management first reported a position in EIPI in Q4 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Modern Wealth Management held 804,177 shares of FT Energy Income Partners Enhanced Income ETF worth $17.9M as of Q1 2026.
Modern Wealth Management sold 22,616 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $486K.
FT Energy Income Partners Enhanced Income ETF made up 0.31% of Modern Wealth Management's portfolio in Q1 2026, its #85 holding.
Modern Wealth Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q4 2024 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.