WANY
EIPI

Wealthspire Advisors (New York)’s FT Energy Income Partners Enhanced Income ETF EIPI Stock Holding History

Wealthspire Advisors (New York)’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 		$17.4M Sell
774,453
-51,793
-6% -$1.11M 0.14% 82
2025
Q4 		$16.4M Sell
826,246
-29,860
-3% -$592K 0.13% 84
2025
Q3 		$17M Buy
856,106
+20,758
+2% +$409K 0.09% 90
2025
Q2 		$16.5M Sell
835,348
-70,262
-8% -$1.36M 0.09% 86
2025
Q1 		$18.4M Buy
905,610
+27,464
+3% +$550K 0.11% 82
2024
Q4 		$17.1M Buy
878,146
+20,603
+2% +$408K 0.17% 68
2024
Q3 		$16.6M Buy
857,543
+6,019
+0.7% +$115K 0.17% 68
2024
Q2 		$15.8M Buy
+851,524
New +$15.8M 0.2% 52

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s EIPI Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its FT Energy Income Partners Enhanced Income ETF (EIPI) stake by 6.3% in Q1 2026, selling an estimated $1.11M and leaving 774,453 shares worth $17.4M. The position accounts for 0.14% of the portfolio, ranked #82.

Wealthspire Advisors (New York) first reported a position in EIPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.4M in Q1 2025. 151 funds tracked by Wall St. Rank hold EIPI as of Q1 2026.

  • Wealthspire Advisors (New York) held 774,453 shares of FT Energy Income Partners Enhanced Income ETF worth $17.4M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 51,793 FT Energy Income Partners Enhanced Income ETF shares in Q1 2026, an estimated $1.11M.
  • FT Energy Income Partners Enhanced Income ETF made up 0.14% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #82 holding.
  • Wealthspire Advisors (New York) first reported a position in FT Energy Income Partners Enhanced Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Wealthspire Advisors (New York)'s FT Energy Income Partners Enhanced Income ETF position peaked at $18.4M in Q1 2025.
  • 151 funds tracked by Wall St. Rank held FT Energy Income Partners Enhanced Income ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.