N.E.W. Advisory Services’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

N.E.W. Advisory Services’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 Q2	–	Sell	-1,879	Closed	-$42.3K	–	1023
2026 Q1	$42.3K	Sell	1,879 -1,836	-49%	-$39.4K	﹤0.01%	390
2025 Q4	$73.8K	Buy	3,715 +1,892	+104%	+$37.5K	0.01%	317
2025 Q3	$36.1K	Buy	1,823 +34	+2%	+$671	﹤0.01%	363
2025 Q2	$35.3K	Sell	1,789 -1,721	-49%	-$33.3K	﹤0.01%	359
2025 Q1	$71.2K	Buy	+3,510	New	+$70.3K	0.01%	312

Other funds holding EIPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

N.E.W. Advisory Services's EIPI Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q2 2026, closing a stake of 1,879 shares — an estimated $42.3K sold.

N.E.W. Advisory Services first reported a position in EIPI in Q1 2025 and held it in 5 quarters. The position peaked at $73.8K in Q4 2025. 166 funds tracked by Wall St. Rank hold EIPI as of Q2 2026.

N.E.W. Advisory Services reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 1,879 FT Energy Income Partners Enhanced Income ETF shares in Q2 2026, an estimated $42.3K.
N.E.W. Advisory Services first reported a position in FT Energy Income Partners Enhanced Income ETF in Q1 2025 and held it in 5 quarters.
N.E.W. Advisory Services's FT Energy Income Partners Enhanced Income ETF position peaked at $73.8K in Q4 2025.
166 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.