Institutional Ownership First Tr Exc Trd Fd Iv Ft Ener (EIPX)
This table provides information about the institutional ownership of First Tr Exc Trd Fd Iv Ft Ener (EIPX). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,338,530
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
4,173,401
shares
|
$0
2.68% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
2,477,770
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 28.06%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,400,565
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
797,670
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 11.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
338,710
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
169,327
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
146,134
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
101,324
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
98,110
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
90,656
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
83,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
66,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
59,769
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
51,720
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
38,282
shares
|
$0
0.34% of portfolio
|
Q3 2024
Added 24.54%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
37,735
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 295.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
29,713
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
23,416
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
22,047
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
20,925
shares
|
$0
0.14% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
20,511
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
20,179
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
17,160
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
16,274
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 50.75%
|