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 39 institutions that hold shares in the stock, with a total of 17 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 |
|---|---|---|---|---|---|
| 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%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
374,723
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
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%
|
|
|
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 |
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 |
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
|
|
|
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%
|
|
|
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%
|