Schechter Investment Advisors’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-37,958
Closed -$740K 693
2024
Q4
$740K Sell
37,958
-541
-1% -$10.5K 0.06% 296
2024
Q3
$745K Hold
38,499
0.05% 312
2024
Q2
$715K Buy
+38,499
New +$715K 0.05% 301