Richard W. Paul & Associates’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-1	Closed	-$19	–	516
2024 Q4	$19	Hold	1	–	–	﹤0.01%	510
2024 Q3	$19	Hold	1	–	–	﹤0.01%	503
2024 Q2	$19	Buy	+1	New	+$19	﹤0.01%	494

Other funds holding EIPI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

WANY

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

AAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richard W. Paul & Associates's EIPI Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2025, closing a stake of 1 share — an estimated $19 sold.

Richard W. Paul & Associates first reported a position in EIPI in Q2 2024 and held it in 3 quarters. The position peaked at $19 in Q4 2024. 131 funds tracked by Wall St. Rank hold EIPI as of Q1 2025.

Richard W. Paul & Associates reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 1 FT Energy Income Partners Enhanced Income ETF share in Q1 2025, an estimated $19.
Richard W. Paul & Associates first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 3 quarters.
Richard W. Paul & Associates's FT Energy Income Partners Enhanced Income ETF position peaked at $19 in Q4 2024.
131 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.