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 |
|---|---|---|---|---|---|
|
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
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,202
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,976
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,695
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
12,454
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,344
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
12,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
12,213
shares
|
$0
0.15% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
11,837
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
11,131
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 63.38%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
10,795
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 135.24%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,545
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,748
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,208
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,551
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 102.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,077
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 60.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
600
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
299
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
134
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|