FT Energy Income Partners Enhanced Income

EIPI • ARCA

FT Energy Income Partners Enhanced Income is an exchange-traded fund on ARCA. As of Q3 2025, 135 institutional investors hold shares in this ETF, with total holdings valued at $262.2M. MORGAN STANLEY is the largest holder with a position valued at $50.9M.

Overview

Overview of institutional ownership in EIPI as of Q3 2025

All Institutions

Institutions: 135
Value Held: $262.2M
Shares Held: 13.2M
Avg Position: $1.9M
Median Position: $414.7K

Hedge Funds

Hedge Funds: 2
Value Held: $2.0M
Shares Held: 99.9K
Avg Position: $989.9K
Median Position: $989.9K

Biggest Investors

Institutions with the largest positions in EIPI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$50.9M 0.00% of portfolio	2.6M shares	Q2 2024 Held for 1y 5m	$1.65T
L LPL Financial LLC Institution	-	$20.9M 0.01% of portfolio	1.1M shares	Q2 2024 Held for 1y 5m	$340.07B
LLBH Private Wealth Management, LLC RIA/Wealth	James Andrew Betzig CEO	$19.2M 1.52% of portfolio	968.3K shares	Q2 2024 Held for 1y 5m	$1.3B
UBS Group AG Institution	Sergio P. Ermotti CEO	$18.1M 0.00% of portfolio	911.4K shares	Q2 2024 Held for 1y 5m	$511.54B
Sontag Advisory, LLC RIA/Wealth	Michael Anthony Lamena CEO	$17.0M 0.09% of portfolio	856.1K shares	Q2 2024 Held for 1y 5m	$19.1B
Modern Wealth Management, LLC RIA/Wealth	Gary Lawrence Roth CEO	$16.5M 0.33% of portfolio	833.5K shares	Q4 2024 Held for 11 months	$5.0B
R ROYAL BANK OF CANADA Institution	-	$15.0M 0.00% of portfolio	754.4K shares	Q2 2024 Held for 1y 5m	$542.04B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$6.1M 0.02% of portfolio	306.2K shares	Q2 2024 Held for 1y 5m	$33.5B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$5.9M 0.00% of portfolio	298.1K shares	Q4 2024 Held for 11 months	$310.43B
A Advisor Group Holdings, Inc. Institution	-	$5.2M 0.01% of portfolio	261.0K shares	Q2 2024 Held for 1y 5m	$71.0B

Net Capital Flow

Institutional buying and selling activity for EIPI in Q3 2025

Traded: −$12.6M
Buyers: 66
Sellers: 50
Total Bought: +$22.1M
Total Sold: −$34.7M
Avg Position: $1.8M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$4.8M +244.0K shares	$50.9M 2.6M shares
Summit Financial, LLC RIA/Wealth	+$4.4M +219.9K shares	$4.4M 219.9K shares
Cetera Investment Advisers RIA/Wealth	+$2.5M +123.8K shares	$3.2M 163.1K shares
LLBH Private Wealth Management, LLC RIA/Wealth	+$1.5M +75.5K shares	$19.2M 968.3K shares
L LPL Financial LLC Institution	+$955.9K +48.2K shares	$20.9M 1.1M shares
UBS Group AG Institution	+$815.4K +41.1K shares	$18.1M 911.4K shares
S STIFEL FINANCIAL CORP Long Only Manager	+$815.0K +41.1K shares	$2.4M 120.6K shares
Ameritas Advisory Services, LLC RIA/Wealth	+$663.2K +33.5K shares	$663.2K 33.5K shares
O OneAscent Family Office, LLC Institution	+$517.3K +26.1K shares	$517.3K 26.1K shares
Empowered Funds, LLC ETF Provider	+$416.4K +21.0K shares	$416.4K 21.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
P Proficio Capital Partners LLC Family Office	−$13.4M −12.9M shares	Sold Off 0 shares
Advisors Asset Management, Inc. ETF Provider	−$7.3M −369.3K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$3.4M −169.3K shares	$5.9M 298.1K shares
OPPENHEIMER & CO INC RIA/Wealth	−$2.8M −143.0K shares	$918.7K 46.4K shares
BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth	−$2.4M −121.3K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.3M −65.6K shares	$2.0M 100.9K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$710.5K −35.9K shares	$1.4M 70.0K shares
IFG Advisory, LLC RIA/Wealth	−$420.1K −21.3K shares	Sold Off 0 shares
We Are One Seven, LLC RIA/Wealth	−$365.5K −18.4K shares	$1.0M 51.5K shares
M Mystic Asset Management, Inc. RIA/Wealth	−$341.3K −17.2K shares	$1.6M 79.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EIPI in Q3 2025

New Positions: 12
New Value: $7.5M
Exited Positions: 12
Exited Value: $24.1M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$4.4M 219.9K shares
Ameritas Advisory Services, LLC RIA/Wealth	$663.2K 33.5K shares
O OneAscent Family Office, LLC Institution	$517.3K 26.1K shares
Empowered Funds, LLC ETF Provider	$416.4K 21.0K shares
Cambria Investment Management, L.P. ETF Provider	$416.4K 21.0K shares
C CLS Investments, LLC Institution	$385.3K 19.4K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$237.8K 12.0K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$237.8K 12.0K shares
Equitable Holdings, Inc. Institution	$202.0K 10.2K shares
Capital Investment Advisory Services, LLC RIA/Wealth	$61.0K 3.1K shares

Exited Positions

Institution	Previous Position
P Proficio Capital Partners LLC Family Office	$13.4M 12.9M shares
Advisors Asset Management, Inc. ETF Provider	$7.3M 369.3K shares
BRIDGES INVESTMENT MANAGEMENT INC RIA/Wealth	$2.4M 121.3K shares
IFG Advisory, LLC RIA/Wealth	$420.1K 21.3K shares
P Prosperity Wealth Management, Inc. RIA/Wealth	$303.4K 15.4K shares
BB&T CORP Institution	$213.5K 10.8K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$47.1K 2.4K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$19.8K 1.0K shares
C Crews Bank & Trust Institution	$11.8K 599.0 shares
Park Square Financial Group, LLC RIA/Wealth	$8.2K 415.0 shares

Options Activity

Institutions with the largest Call and Put options positions in EIPI as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EIPI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
LLBH Private Wealth Management, LLC RIA/Wealth	James Andrew Betzig CEO	1.52% $19.2M	968.3K shares	Q2 2024 Held for 1y 5m	$1.3B
WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	Earl George Winebrenner Managing Partner	1.23% $1.7M	85.5K shares	Q4 2024 Held for 11 months	$137.9M
L LongView Wealth Management RIA/Wealth	Keith Norman Tufte CCO	1.16% $4.3M	214.7K shares	Q2 2024 Held for 1y 5m	$366.6M
R Retirement Planning Co of New England, Inc. Institution	-	1.15% $2.8M	143.0K shares	Q2 2024 Held for 1y 5m	$246.6M
P PUFF WEALTH MANAGEMENT, LLC Institution	-	0.71% $417.8K	21.1K shares	Q4 2024 Held for 11 months	$58.7M
Cambridge Advisors Inc. RIA/Wealth	Lori Lynn Liffring President	0.55% $2.8M	141.5K shares	Q2 2024 Held for 1y 5m	$510.0M
Strait & Sound Wealth Management LLC RIA/Wealth	Todd Alan Sixt CEO	0.54% $1.4M	71.5K shares	Q2 2024 Held for 1y 5m	$260.6M
L.M. KOHN & COMPANY RIA/Wealth	Larry Michael Kohn CEO	0.50% $414.7K	20.9K shares	Q2 2024 Held for 1y 5m	$82.9M
L Latash Investments, LLC Private Equity	Gary Jay Dalton CEO	0.46% $637.6K	32.2K shares	Q3 2024 Held for 1y 2m	$137.2M
WESPAC Advisors, LLC RIA/Wealth	Renee Tailing Szu President	0.43% $738.8K	37.3K shares	Q2 2024 Held for 1y 5m	$170.9M

Hedge Fund Spotlight

Discover hedge funds investing in EIPI

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in FT Energy Income Partners Enhanced Income

Market Value: $286.1K
Shares Held: 14.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
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2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%