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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
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

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AG
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Private Trust Company's EIPX Position: Q1 2026 in Review

Private Trust Company held its FT Energy Income Partners Strategy ETF (EIPX) position steady in Q1 2026 at 1,382 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Private Trust Company first reported a position in EIPX in Q3 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • Private Trust Company held 1,382 shares of FT Energy Income Partners Strategy ETF worth $44.4K as of Q1 2026.
  • Private Trust Company left its FT Energy Income Partners Strategy ETF share count unchanged in Q1 2026.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1353 holding.
  • Private Trust Company first reported a position in FT Energy Income Partners Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.