Raymond James Financial
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Raymond James Financial’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Raymond James Financial’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 		$5.69M Buy
176,847
+7,228
+4% +$216K ﹤0.01% 2485
2025
Q4 		$4.48M Sell
169,619
-941
-0.6% -$24.9K ﹤0.01% 2602
2025
Q3 		$4.46M Buy
170,560
+1,233
+0.7% +$32K ﹤0.01% 2534
2025
Q2 		$4.34M Sell
169,327
-11,532
-6% -$287K ﹤0.01% 2473
2025
Q1 		$4.71M Buy
180,859
+9,855
+6% +$253K ﹤0.01% 2371
2024
Q4 		$4.19M Buy
+171,004
New +$4.28M ﹤0.01% 2436

Other funds holding EIPX

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 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 $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Raymond James Financial's EIPX Position: Q1 2026 in Review

Raymond James Financial increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 4.3% in Q1 2026, buying an estimated $216K and bringing the position to 176,847 shares worth $5.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2485.

Raymond James Financial first reported a position in EIPX in Q4 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • Raymond James Financial held 176,847 shares of FT Energy Income Partners Strategy ETF worth $5.69M as of Q1 2026.
  • Raymond James Financial bought 7,228 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $216K.
  • FT Energy Income Partners Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2485 holding.
  • Raymond James Financial first reported a position in FT Energy Income Partners Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.