Sigma Planning Corp’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Sigma Planning Corp’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	$298K	Sell	13,230 -552	-4%	-$11.9K	0.01%	1054
2025 Q4	$274K	Buy	13,782 +1,591	+13%	+$31.6K	0.01%	1078
2025 Q3	$242K	Buy	12,191 +521	+4%	+$10.3K	0.01%	1131
2025 Q2	$230K	Buy	11,670 +477	+4%	+$9.23K	0.01%	1113
2025 Q1	$227K	Buy	+11,193	New	+$224K	0.01%	1073
2024 Q4	–	Sell	-10,546	Closed	-$204K	–	1267
2024 Q3	$204K	Sell	10,546 -12,708	-55%	-$242K	0.01%	1132
2024 Q2	$432K	Buy	+23,254	New	+$431K	0.01%	788

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

Sigma Planning Corp's EIPI Position: Q1 2026 in Review

Sigma Planning Corp reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 4% in Q1 2026, selling an estimated $11.9K and leaving 13,230 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1054.

Sigma Planning Corp first reported a position in EIPI in Q2 2024 and has held it in 7 quarters since. The position peaked at $432K in Q2 2024. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

Sigma Planning Corp held 13,230 shares of FT Energy Income Partners Enhanced Income ETF worth $298K as of Q1 2026.
Sigma Planning Corp sold 552 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $11.9K.
FT Energy Income Partners Enhanced Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1054 holding.
Sigma Planning Corp first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 7 quarters since.
Sigma Planning Corp's FT Energy Income Partners Enhanced Income ETF position peaked at $432K in Q2 2024.
151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.