PTC
EIPX icon

Private Trust Company’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Private Trust Company’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
Q2 		$59.6K Buy
1,903
+521
+38% +$16.7K ﹤0.01% 1298
2026
Q1 		$44.4K Hold
1,382
– – ﹤0.01% 1353
2025
Q4 		$36.5K Buy
1,382
+150
+12% +$3.97K ﹤0.01% 1399
2025
Q3 		$32.2K Buy
+1,232
New +$32K ﹤0.01% 1440

Other funds holding EIPX

AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Private Trust Company's EIPX Position: Q2 2026 in Review

Private Trust Company increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 38% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,903 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Private Trust Company first reported a position in EIPX in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold EIPX as of Q2 2026.

  • Private Trust Company held 1,903 shares of FT Energy Income Partners Strategy ETF worth $59.6K as of Q2 2026.
  • Private Trust Company bought 521 FT Energy Income Partners Strategy ETF shares in Q2 2026, an estimated $16.7K.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1298 holding.
  • Private Trust Company first reported a position in FT Energy Income Partners Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.