Mount Yale Investment Advisors’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Mount Yale Investment Advisors’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	$5.18M	Buy	+161,129	New	+$4.82M	0.12%	181

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

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

Mount Yale Investment Advisors's EIPX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in FT Energy Income Partners Strategy ETF (EIPX) in Q1 2026: 161,129 shares worth $5.18M. The stake represents 0.12% of the portfolio and ranks #181 among its holdings.

49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

Mount Yale Investment Advisors held 161,129 shares of FT Energy Income Partners Strategy ETF worth $5.18M as of Q1 2026.
FT Energy Income Partners Strategy ETF was a new Mount Yale Investment Advisors position in Q1 2026.
FT Energy Income Partners Strategy ETF made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #181 holding.
49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.