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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,196
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 41.4%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
16,274
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 50.75%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,315
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
11,648
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,605
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 26.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,314
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 281.55%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
7,926
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 35.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,208
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,232
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,178
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 104.16%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,040
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
800
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
136
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|