MA
EIPI

Mutual Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Mutual Advisors’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
2025
Q1 		– Sell
-16,289
Closed -$335K – 1174
2024
Q4 		$335K Sell
16,289
-1,347
-8% -$26.7K 0.01% 855
2024
Q3 		$344K Buy
+17,636
New +$336K 0.01% 837

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mutual Advisors's EIPI Position: Q1 2025 in Review

Mutual Advisors sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2025, closing a stake of 16,289 shares — an estimated $335K sold.

Mutual Advisors first reported a position in EIPI in Q3 2024 and held it in 2 quarters. The position peaked at $344K in Q3 2024. 131 funds tracked by Wall St. Rank hold EIPI as of Q1 2025.

  • Mutual Advisors reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 16,289 FT Energy Income Partners Enhanced Income ETF shares in Q1 2025, an estimated $335K.
  • Mutual Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2024 and held it in 2 quarters.
  • Mutual Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $344K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.