Raymond James Financial Services Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Raymond James Financial Services 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
2024 Q3	$5.63M	Sell	290,840 -18,646	-6%	-$355K	0.01%	1157
2024 Q2	$5.75M	Buy	+309,486	New	+$5.74M	0.01%	1094

Other funds holding EIPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's EIPI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 6% in Q3 2024, selling an estimated $355K and leaving 290,840 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #1157.

Raymond James Financial Services Advisors first reported a position in EIPI in Q2 2024 and has held it in 2 quarters since. The position peaked at $5.75M in Q2 2024. 130 funds tracked by Wall St. Rank hold EIPI as of Q3 2024.

Raymond James Financial Services Advisors held 290,840 shares of FT Energy Income Partners Enhanced Income ETF worth $5.63M as of Q3 2024.
Raymond James Financial Services Advisors sold 18,646 FT Energy Income Partners Enhanced Income ETF shares in Q3 2024, an estimated $355K.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1157 holding.
Raymond James Financial Services Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 2 quarters since.
Raymond James Financial Services Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $5.75M in Q2 2024.
130 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.