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 42 institutions that hold shares in the stock, with a total of 17.1 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 |
Feb 14, 2025 Q4 2024 |
5,394,797
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,809,331
shares
|
$0
2.26% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
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 14, 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
|
Feb 14, 2025 Q4 2024 |
54,667
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
48,209
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,393
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
24,915
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
22,081
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
20,003
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
16,660
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.95%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
16,378
shares
|
$0
0.02% of portfolio
|
Q1 2025
New holding
|