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 34 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 |
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
|
Feb 13, 2025 Q4 2024 |
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%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
374,723
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
332,607
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
211,195
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
185,659
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
171,004
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
99,142
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 29.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
97,245
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
54,667
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Rock Creek Group, LP
|
Feb 12, 2025 Q4 2024 |
52,955
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
48,209
shares
|
$0
0.0% of portfolio
|
Q4 2024
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%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
25,505
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
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
|
Feb 04, 2025 Q4 2024 |
21,442
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
14,836
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
14,791
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
13,613
shares
|
$0
0.14% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,990
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10,795
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 135.24%
|