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EIPI

Terril Brothers’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Terril Brothers’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
-10,041
Closed -$196K – 77
2024
Q4 		$196K Sell
10,041
-2,457
-20% -$48.7K 0.06% 72
2024
Q3 		$242K Hold
12,498
– – 0.08% 51
2024
Q2 		$232K Buy
+12,498
New +$232K 0.08% 51

Other funds holding EIPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Terril Brothers's EIPI Position: Q1 2025 in Review

Terril Brothers sold out of FT Energy Income Partners Enhanced Income ETF (EIPI) in Q1 2025, closing a stake of 10,041 shares — an estimated $196K sold.

Terril Brothers first reported a position in EIPI in Q2 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 131 funds tracked by Wall St. Rank hold EIPI as of Q1 2025.

  • Terril Brothers reported no remaining FT Energy Income Partners Enhanced Income ETF position as of Q1 2025 after selling out during the quarter.
  • Terril Brothers sold 10,041 FT Energy Income Partners Enhanced Income ETF shares in Q1 2025, an estimated $196K.
  • Terril Brothers first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and held it in 3 quarters.
  • Terril Brothers's FT Energy Income Partners Enhanced Income ETF position peaked at $242K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2025.

Based on Terril Brothers's 13F filing for Q1 2025, filed 13 May 2025.