Tiedemann Advisors’s FT Energy Income Partners Strategy ETF EIPX Stock Holding History

Tiedemann Advisors’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
2023 Q3	$16.8M	Buy	797,670 +79,505	+11%	+$1.67M	0.72%	19
2023 Q2	$14.5M	Buy	718,165 +707,601	+6,698%	+$14.2M	0.61%	22
2023 Q1	$210K	Buy	10,564 +20	+0.2%	+$403	0.01%	227
2022 Q4	$210K	Buy	+10,544	New	+$212K	0.01%	222

Other funds holding EIPX

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tiedemann Advisors's EIPX Position: Q3 2023 in Review

Tiedemann Advisors increased its FT Energy Income Partners Strategy ETF (EIPX) stake by 11% in Q3 2023, buying an estimated $1.67M and bringing the position to 797,670 shares worth $16.8M. The position accounts for 0.72% of the portfolio, ranked #19.

Tiedemann Advisors first reported a position in EIPX in Q4 2022 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold EIPX as of Q3 2023.

Tiedemann Advisors held 797,670 shares of FT Energy Income Partners Strategy ETF worth $16.8M as of Q3 2023.
Tiedemann Advisors bought 79,505 FT Energy Income Partners Strategy ETF shares in Q3 2023, an estimated $1.67M.
FT Energy Income Partners Strategy ETF made up 0.72% of Tiedemann Advisors's portfolio in Q3 2023, its #19 holding.
Tiedemann Advisors first reported a position in FT Energy Income Partners Strategy ETF in Q4 2022 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held FT Energy Income Partners Strategy ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.