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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
$162M -$4.52M -151,373 -3%
AG
2
AlTi Global
New York
$149M +$6.38M +213,373 +5%
CPO
3
Cerity Partners OCIO
New York
$76.2M – – –
LPL Financial
4
LPL Financial
California
$10.5M +$1.83M +61,222 +23%
Stifel Financial
5
Stifel Financial
Missouri
$7.92M +$2.75M +91,900 +60%
Raymond James Financial
6
Raymond James Financial
Florida
$5.69M +$216K +7,228 +4%
MYIA
7
Mount Yale Investment Advisors
Colorado
$5.18M +$4.82M +161,129 New
VAS
8
Vestmark Advisory Solutions
Massachusetts
$5.16M +$4.8M +160,579 New
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$3.58M -$263K -8,815 -7%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.54M +$317K +10,615 +11%
STA
11
Summit Trail Advisors
New York
$2.84M -$825K -27,591 -24%
SCM
12
SCS Capital Management
Massachusetts
$2.69M – – –
EB
13
Eastern Bank
Massachusetts
$2.53M -$660K -22,067 -22%
AAP
14
Arax Advisory Partners
Colorado
$2.21M +$5.71K +191 +0.3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.82M +$1.69M +56,454 New
HAS
16
HBW Advisory Services
California
$1.65M +$47.5K +1,589 +3%
MIM
17
Marshall Investment Management
Colorado
$1.63M +$87.6K +2,932 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.33M +$718K +24,018 +139%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.3M -$51.2K -1,712 -4%
UBS Group
20
UBS Group
Switzerland
$1.23M +$14.3K +479 +1%
Jane Street
21
Jane Street
New York
$1.23M +$628K +21,008 +122%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.17M +$717K +23,998 +193%
MWM
23
Modern Wealth Management
Kansas
$1.1M +$78.5K +2,626 +8%
CIA
24
Concurrent Investment Advisors
Florida
$885K +$22.2K +742 +3%
LWMI
25
Legacy Wealth Management (Idaho)
Idaho
$837K -$141K -4,716 -15%
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