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 16.9 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 |
Nov 14, 2025 Q3 2025 |
5,333,685
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
4,387,022
shares
|
$0
2.69% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
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
|
Oct 22, 2025 Q3 2025 |
2,362,887
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
308,977
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
170,560
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
149,074
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
110,220
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
108,889
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
95,962
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
83,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
50,740
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
46,793
shares
|
$0
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
43,429
shares
|
$0
0.79% of portfolio
|
Q3 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%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
37,730
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,286
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 73.98%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
23,767
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,741
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 26.7%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,244
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
21,002
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,470
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
20,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
18,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.45%
|
|