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FT Energy Income Partners Strategy ETF
EIPX

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
1
Fiduciary Trust
Massachusetts
$137M -$1.4M -56,344 -1%
AG
2
AlTi Global
New York
$107M +$1.98M +79,678 +2%
CPO
3
Cerity Partners OCIO
New York
$61.5M – – –
LPL Financial
4
LPL Financial
California
$8.68M +$96.3K +3,874 +1%
Raymond James Financial
5
Raymond James Financial
Florida
$4.34M -$287K -11,532 -6%
Stifel Financial
6
Stifel Financial
Missouri
$3.75M -$678K -27,292 -16%
STA
7
Summit Trail Advisors
New York
$2.6M -$47.9K -1,928 -2%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.51M +$46.1K +1,855 +2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$2.25M +90,656 New
SCM
10
SCS Capital Management
Massachusetts
$2.14M – – –
BEI
11
Benjamin Edwards Inc
Missouri
$1.7M -$190K -7,634 -10%
AAP
12
Arax Advisory Partners
Colorado
$1.53M +$240K +9,636 +19%
IWC
13
Integrated Wealth Concepts
Massachusetts
$1.33M -$63K -2,534 -5%
UBS Group
14
UBS Group
Switzerland
$967K +$701K +28,190 +295%
Bank of America
15
Bank of America
North Carolina
$762K +$739K +29,713 New
MWM
16
Modern Wealth Management
Kansas
$600K -$9.5K -382 -2%
IA
17
IFP Advisors
Florida
$565K -$845 -34 -0.2%
GSIAS
18
Garden State Investment Advisory Services
New Jersey
$536K +$19.3K +775 +4%
KPWS
19
Kestra Private Wealth Services
Texas
$526K +$132K +5,309 +35%
CFO
20
CVA Family Office
Colorado
$517K +$4.38K +176 +0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$440K +$12.4K +500 +3%
LWMI
22
Legacy Wealth Management (Idaho)
Idaho
$417K +$101K +4,046 +33%
LIS
23
Legacy Investment Solutions
Idaho
$417K +$405K +16,274 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$393K +$8.68K +349 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$374K -$2.14K -86 -0.6%
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