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

Schechter Investment 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
2025 Q1	–	Sell	-37,958	Closed	-$740K	–	693
2024 Q4	$740K	Sell	37,958 -541	-1%	-$10.7K	0.06%	296
2024 Q3	$745K	Hold	38,499	–	–	0.05%	312
2024 Q2	$715K	Buy	+38,499	New	+$714K	0.05%	301

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

Schechter Investment Advisors's EIPI Position: Q1 2025 in Review

Schechter Investment Advisors sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2025, closing a stake of 37,958 shares — an estimated $740K sold.

Schechter Investment Advisors first reported a position in EIPI in Q2 2024 and held it in 3 quarters. The position peaked at $745K in Q3 2024. 131 funds tracked by Wall St. Rank hold EIPI as of Q1 2025.

Schechter Investment Advisors reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 37,958 FT Energy Income Partners Enhanced Income ETF shares in Q1 2025, an estimated $740K.
Schechter Investment Advisors first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 3 quarters.
Schechter Investment Advisors's FT Energy Income Partners Enhanced Income ETF position peaked at $745K in Q3 2024.
131 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.