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 46 institutions that hold shares in the stock, with a total of 17.5 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 |
May 14, 2025 Q1 2025 |
5,394,874
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,093,723
shares
|
$0
2.8% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
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
|
Apr 30, 2025 Q1 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 |
May 07, 2025 Q1 2025 |
334,836
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 58.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
334,326
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
309,928
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
180,859
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
173,426
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Rock Creek Group, LP
|
May 13, 2025 Q1 2025 |
105,910
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
103,252
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
96,255
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
83,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
74,101
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
54,254
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
50,133
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
40,412
shares
|
$0
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
38,282
shares
|
$0
0.34% of portfolio
|
Q3 2024
Added 24.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
23,798
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
22,081
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
20,870
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
20,150
shares
|
$0
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
20,003
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
18,771
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|