Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXC TRD FD IV FT ENER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
90.7KNew |
N/A
|
90.7K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
79.7K+ 1.95% |
N/A
|
4.17M
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.7KNew |
N/A
|
29.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.2K+ 295.34% |
N/A
|
37.7K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.64K+ 19.22% |
N/A
|
59.8K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
5.48K+ 50.75% |
N/A
|
16.3K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.46K+ 62.41% |
N/A
|
14.2K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.31K+ 34.92% |
N/A
|
20.5K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.05K+ 33.09% |
N/A
|
16.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 1.16% |
N/A
|
339K
$0
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.92K+ 26.22% |
N/A
|
14.1K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.92K+ 26.22% |
N/A
|
14.1K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.08K+ 16.7% |
N/A
|
14.5K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.86K+ 1.93% |
N/A
|
98.1K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.04KNew |
N/A
|
1.04K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
775+ 3.85% |
N/A
|
20.9K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
500+ 3.0% |
N/A
|
17.2K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
349+ 2.33% |
N/A
|
15.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
200+ 33.33% |
N/A
|
800
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
176+ 0.88% |
N/A
|
20.2K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.75% |
N/A
|
135
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-34- 0.15% |
N/A
|
22K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-86- 0.59% |
N/A
|
14.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-382- 1.61% |
N/A
|
23.4K
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 46.43% |
N/A
|
577
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.37K- 38.64% |
N/A
|
2.18K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.93K- 1.87% |
N/A
|
101K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.53K- 4.67% |
N/A
|
51.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7.63K- 10.3% |
N/A
|
66.5K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-11.5K- 6.38% |
N/A
|
169K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.3K- 15.74% |
N/A
|
146K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-56.3K- 1.04% |
N/A
|
5.34M
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-322K- 96.4% |
N/A
|
12K
$0
|
|