Stifel Financial
EIPX icon

Stifel Financial’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Stifel Financial’s Portfolio EIPX Stock Details EIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.92M Buy
246,148
+91,900
+60% +$2.75M 0.01% 1078
2025
Q4 		$4.08M Buy
154,248
+5,174
+3% +$137K ﹤0.01% 1445
2025
Q3 		$3.9M Buy
149,074
+2,940
+2% +$76.3K ﹤0.01% 1431
2025
Q2 		$3.75M Sell
146,134
-27,292
-16% -$678K ﹤0.01% 1417
2025
Q1 		$4.52M Sell
173,426
-12,233
-7% -$314K ﹤0.01% 1244
2024
Q4 		$4.55M Buy
185,659
+1,417
+0.8% +$35.4K ﹤0.01% 1262
2024
Q3 		$4.45M Buy
184,242
+6,312
+4% +$151K ﹤0.01% 1274
2024
Q2 		$4.15M Buy
177,930
+1,789
+1% +$41.8K ﹤0.01% 1252
2024
Q1 		$4.06M Buy
176,141
+2,874
+2% +$62K ﹤0.01% 1265
2023
Q4 		$3.69M Sell
173,267
-1,249
-0.7% -$26.4K ﹤0.01% 1284
2023
Q3 		$3.68M Sell
174,516
-9,436
-5% -$198K 0.01% 1205
2023
Q2 		$3.7M Buy
183,952
+317
+0.2% +$6.36K 0.01% 1225
2023
Q1 		$3.65M Buy
+183,635
New +$3.7M 0.01% 1207

Other funds holding EIPX

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Stifel Financial's EIPX Position: Q1 2026 in Review

Stifel Financial increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 60% in Q1 2026, buying an estimated $2.75M and bringing the position to 246,148 shares worth $7.92M. The position accounts for 0.01% of the portfolio, ranked #1078.

Stifel Financial first reported a position in EIPX in Q1 2023 and has held it in 13 quarters since. 49 funds tracked by Wall St. Rank hold EIPX as of Q1 2026.

  • Stifel Financial held 246,148 shares of FT Energy Income Partners Strategy ETF worth $7.92M as of Q1 2026.
  • Stifel Financial bought 91,900 FT Energy Income Partners Strategy ETF shares in Q1 2026, an estimated $2.75M.
  • FT Energy Income Partners Strategy ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1078 holding.
  • Stifel Financial first reported a position in FT Energy Income Partners Strategy ETF in Q1 2023 and has held it in 13 quarters since.
  • 49 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.