FT Energy Income Partners Strategy

EIPX • ARCA

FT Energy Income Partners Strategy is an exchange-traded fund on ARCA. As of Q3 2025, 36 institutional investors hold shares in this ETF, with total holdings valued at $354.8M. FIDUCIARY TRUST CO is the largest holder with a position valued at $139.6M.

Overview

Overview of institutional ownership in EIPX as of Q3 2025

All Institutions

Institutions: 36
Value Held: $354.8M
Shares Held: 13.6M
Avg Position: $9.9M
Median Position: $552.7K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in EIPX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F FIDUCIARY TRUST CO Institution	-	$139.6M 1.59% of portfolio	5.3M shares	Q4 2022 Held for 2y 11m	$8.8B
AlTi Global, Inc. Institution	Michael Tiedemann CEO	$114.8M 2.73% of portfolio	4.4M shares	Q4 2023 Held for 1y 11m	$4.2B
ARGI Investment Services, LLC Fund of Funds	Kevin David Hilden COO	$61.8M 3.15% of portfolio	2.4M shares	Q2 2024 Held for 1y 5m	$2.0B
L LPL Financial LLC Institution	-	$8.1M 0.00% of portfolio	309.0K shares	Q2 2023 Held for 2y 5m	$340.07B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$4.5M 0.00% of portfolio	170.6K shares	Q4 2024 Held for 11 months	$310.43B
S STIFEL FINANCIAL CORP Long Only Manager	Adam Vartan Topalian CIO	$3.9M 0.00% of portfolio	149.1K shares	Q1 2023 Held for 2y 8m	$109.37B
Summit Trail Advisors, LLC RIA/Wealth	David Wade Romhilt CIO	$2.9M 0.04% of portfolio	110.2K shares	Q3 2024 Held for 1y 2m	$7.2B
Rockefeller Capital Management L.P. Long Only Manager	Gregory James Fleming CEO	$2.8M 0.01% of portfolio	108.9K shares	Q4 2022 Held for 2y 11m	$49.6B
CWM, LLC RIA/Wealth	George Burton White CEO	$2.5M 0.01% of portfolio	96.0K shares	Q2 2025 Held for 5 months	$31.5B
SCS Capital Management LLC RIA/Wealth	Antony James Abbiati CEO	$2.2M 0.02% of portfolio	83.6K shares	Q1 2025 Held for 8 months	$9.2B

Net Capital Flow

Institutional buying and selling activity for EIPX in Q3 2025

Traded: +$3.3M
Buyers: 22
Sellers: 14
Total Bought: +$10.1M
Total Sold: −$6.8M
Avg Position: $8.9M

Biggest Buyers

Institution	Net Bought	Current Position
AlTi Global, Inc. Institution	+$5.6M +213.6K shares	$114.8M 4.4M shares
MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth	+$1.2M +46.8K shares	$1.2M 46.8K shares
Graney & King, LLC RIA/Wealth	+$1.1M +43.4K shares	$1.1M 43.4K shares
F FLOW TRADERS U.S. LLC Institution	+$555.9K +21.2K shares	$555.9K 21.2K shares
Rockefeller Capital Management L.P. Long Only Manager	+$282.1K +10.8K shares	$2.8M 108.9K shares
J JANE STREET GROUP, LLC Institution	+$281.3K +10.8K shares	$661.7K 25.3K shares
Summit Trail Advisors, LLC RIA/Wealth	+$232.8K +8.9K shares	$2.9M 110.2K shares
MORGAN STANLEY RIA/Wealth	+$160.5K +6.1K shares	$217.6K 8.3K shares
CWM, LLC RIA/Wealth	+$138.8K +5.3K shares	$2.5M 96.0K shares
Private Advisor Group, LLC RIA/Wealth	+$130.2K +5.0K shares	$444.8K 17.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BENJAMIN EDWARDS INC Institution	−$1.7M −66.5K shares	Sold Off 0 shares
SRS Capital Advisors, Inc. RIA/Wealth	−$1.5M −59.8K shares	Sold Off 0 shares
ARGI Investment Services, LLC Fund of Funds	−$985.9K −37.7K shares	$61.8M 2.4M shares
L LPL Financial LLC Institution	−$778.0K −29.7K shares	$8.1M 309.0K shares
BANK OF AMERICA CORP /DE/ Institution	−$761.6K −29.7K shares	Sold Off 0 shares
Garden State Investment Advisory Services LLC RIA/Wealth	−$536.4K −20.9K shares	Sold Off 0 shares
F FIDUCIARY TRUST CO Institution	−$126.8K −4.8K shares	$139.6M 5.3M shares
R ROYAL BANK OF CANADA Institution	−$116.3K −4.4K shares	$251.3K 9.6K shares
HBW Advisory Services LLC RIA/Wealth	−$115.6K −4.4K shares	$207.4K 7.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$96.2K −3.7K shares	$304.8K 11.6K shares

Entry and Exit Activity

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

New Positions: 2
New Value: $1.2M
Exited Positions: 4
Exited Value: $4.5M

New Positions

Institution	Position Value
Graney & King, LLC RIA/Wealth	$1.1M 43.4K shares
P PRIVATE TRUST CO NA Institution	$32.2K 1.2K shares

Exited Positions

Institution	Previous Position
B BENJAMIN EDWARDS INC Institution	$1.7M 66.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$1.5M 59.8K shares
BANK OF AMERICA CORP /DE/ Institution	$761.6K 29.7K shares
Garden State Investment Advisory Services LLC RIA/Wealth	$536.4K 20.9K shares

Options Activity

Institutions with the largest Call and Put options positions in EIPX 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 EIPX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ARGI Investment Services, LLC Fund of Funds	Kevin David Hilden COO	3.15% $61.8M	2.4M shares	Q2 2024 Held for 1y 5m	$2.0B
AlTi Global, Inc. Institution	Michael Tiedemann CEO	2.73% $114.8M	4.4M shares	Q4 2023 Held for 1y 11m	$4.2B
F FIDUCIARY TRUST CO Institution	-	1.59% $139.6M	5.3M shares	Q4 2022 Held for 2y 11m	$8.8B
Graney & King, LLC RIA/Wealth	Edward James King Partner	0.79% $1.1M	43.4K shares	Q3 2025 Held for 2 months	$144.5M
MARSHALL INVESTMENT MANAGEMENT, LLC RIA/Wealth	Kristin Lynn Schoenfelder President	0.65% $1.2M	46.8K shares	Q1 2025 Held for 8 months	$188.9M
Legacy Wealth Managment, LLC/ID RIA/Wealth	Edwin Kyu Sung Ryu Member	0.22% $478.9K	18.3K shares	Q3 2024 Held for 1y 2m	$213.7M
C CVA Family Office, LLC Institution	-	0.07% $532.5K	20.4K shares	Q3 2024 Held for 1y 2m	$777.0M
Summit Trail Advisors, LLC RIA/Wealth	David Wade Romhilt CIO	0.04% $2.9M	110.2K shares	Q3 2024 Held for 1y 2m	$7.2B
F FLOW TRADERS U.S. LLC Institution	-	0.03% $555.9K	21.2K shares	Q1 2025 Held for 8 months	$2.1B
SCS Capital Management LLC RIA/Wealth	Antony James Abbiati CEO	0.02% $2.2M	83.6K shares	Q1 2025 Held for 8 months	$9.2B