SF
EIPI

Summit Financial’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Summit Financial’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 		$5.01M Buy
222,932
+2,986
+1% +$64.1K 0.06% 316
2025
Q4 		$4.37M Buy
219,946
+62
+0% +$1.23K 0.06% 294
2025
Q3 		$4.36M Buy
+219,884
New +$4.34M 0.07% 289

Other funds holding EIPI

Morgan Stanley
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

Summit Financial's EIPI Position: Q1 2026 in Review

Summit Financial increased its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 1.4% in Q1 2026, buying an estimated $64.1K and bringing the position to 222,932 shares worth $5.01M. The position accounts for 0.06% of the portfolio, ranked #316.

Summit Financial first reported a position in EIPI in Q3 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • Summit Financial held 222,932 shares of FT Energy Income Partners Enhanced Income ETF worth $5.01M as of Q1 2026.
  • Summit Financial bought 2,986 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $64.1K.
  • FT Energy Income Partners Enhanced Income ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #316 holding.
  • Summit Financial first reported a position in FT Energy Income Partners Enhanced Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.