Rockefeller Capital Management’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Rockefeller Capital Management’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
2026 Q1	$860K	Buy	38,249 +26,642	+230%	+$572K	﹤0.01%	1681
2025 Q4	$231K	Sell	11,607 -5,726	-33%	-$114K	﹤0.01%	2294
2025 Q3	$344K	Sell	17,333 -2,062	-11%	-$40.7K	﹤0.01%	1950
2025 Q2	$382K	Hold	19,395	–	–	﹤0.01%	1612
2025 Q1	$394K	Sell	19,395 -3	-0%	-$60	﹤0.01%	1546
2024 Q4	$378K	Sell	19,398 -227	-1%	-$4.5K	﹤0.01%	1550
2024 Q3	$380K	Sell	19,625 -2,647	-12%	-$50.4K	﹤0.01%	1509
2024 Q2	$414K	Buy	+22,272	New	+$413K	﹤0.01%	1491

Other funds holding EIPI

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

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

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

CBA

Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 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

MWM

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

WANY

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

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

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Rockefeller Capital Management's EIPI Position: Q1 2026 in Review

Rockefeller Capital Management increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 230% in Q1 2026, buying an estimated $572K and bringing the position to 38,249 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Rockefeller Capital Management first reported a position in EIPI in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Rockefeller Capital Management held 38,249 shares of FT Energy Income Partners Enhanced Income ETF worth $860K as of Q1 2026.
Rockefeller Capital Management bought 26,642 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $572K.
FT Energy Income Partners Enhanced Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1681 holding.
Rockefeller Capital Management first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 8 quarters since.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.