FT Energy Income Partners Strategy ETF offers a diversified approach to the Energy sector and eliminates the stress of a schedule K-1 form. EIPX focuses on companies that have a history of growing earnings, healthy cash flows, and the ability to provide dividend growth. EIPX has a dividend yield of 3.3% and has already demonstrated a healthy uptrend in payouts since inception.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 138 | $3,284.92 | $4,412.55 | $1,127.63 | 34.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,532 | $732,184.39 | $884,878.48 | $152,694.09 | 20.85% |
James Rankin Modern Wealth Management, LLC | 34,618 | $887,080.04 | $1.11M | $225,542.48 | 25.43% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 50,583 | $1.34M | $1.63M | $288,394.55 | 21.5% |
Jefferson H. West Legacy Investment Solutions LLC | 16,274 | $415,455.1 | $528,009.93 | $112,554.83 | 27.09% |
| ARCA Exchange | US Country |
The company operates within the finance sector, with a strategic focus on the energy market. Its investment objective is to generate returns by primarily allocating its assets into equity securities of companies engaged in the broader energy sector. This encompasses both U.S. and non-U.S. companies, ranging across various market capitalizations. The firm's investment approach is inclusive yet selective, with an emphasis on diversification within the energy segment while adhering to applicable tax diversification rules. Despite its broad investment scope, the company is classified as non-diversified due to its concentrated investments in the energy sector.
The company invests in equity securities of Energy Companies, aiming to capitalize on growth opportunities within the energy sector. This service caters to investors looking to gain exposure to energy market dynamics through equity investments.
Its portfolio includes investments in both U.S. and non-U.S. companies, offering investors a global perspective and diversified exposure to the energy industry across different geographical regions.
The fund targets companies with varying market capitalizations, from small-cap to large-cap, providing a balanced mix that aims to capture growth at different stages within the energy sector.
While it may invest in Master Limited Partnerships (MLPs) and companies taxed as partnerships, these investments are carefully limited to comply with tax diversification requirements, ensuring a strategic balance in its portfolio composition.