FT Energy Income ETFEIPIETF

13F holders, Q2 2026 (June 30)
165holders +14
25new positions
12sold out
1famous investor
$21.85avg. 13F price*

At the end of Q2 2026, 165 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, up 14 from Q1 2026. 25 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($60.4M), Arvest Bank Trust Division ($38.4M) and LPL Financial LLC ($28.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
FT Energy Income ETF
Filed as
FIRST TR EXCHNG TRADED FD VI (Q2 2026)
CUSIP
33740F276
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q2 2024: 133Q2 2024Q3 2024: 130Q3 2024Q4 2024: 137Q4 2024Q1 2025: 133Q1 2025Q2 2025: 137Q2 2025Q3 2025: 137Q3 2025Q4 2025: 141Q4 2025Q1 2026: 151Q1 2026Q2 2026: 165Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions25$13.8M
Exits12$4.5M

All 13F filers, Q1 2026 → Q2 2026: 1,441,546 shares bought and 529,187 shares sold, net +912,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Morgan Stanley 0.00% Add +0.7% 2,766,909 $60.4M
Arvest Bank Trust Division 1.87% Reduce -3.9% 1,760,193 $38.4M
LPL Financial LLC 0.01% Add +0.1% 1,284,660 $28.1M
Coastal Bridge Advisors, LLC 1.38% Add +1.1% 1,023,734 $22.4M
Royal Bank of Canada 0.00% Add +13.5% 917,037 $20.0M
UBS Group AG 0.00% Reduce -0.6% 886,810 $19.4M
Modern Wealth Management, LLC 0.21% Add +0.6% 809,233 $17.7M
Wealthspire Advisors, LLC 0.09% Reduce -6.0% 727,590 $15.9M
Raymond James Financial Inc. 0.00% Add +2.5% 683,567 $14.9M
Arvest Investments, Inc. 1.61% Reduce -0.8% 610,463 $13.3M
Stifel Financial Corp. 0.01% Add +247.3% 444,159 $9.7M
Osaic Holdings, Inc. 0.01% Add +13.6% 319,994 $7.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.1% 301,151 $6.6M
Wells Fargo & Company 0.00% Add +20.9% 275,480 $6.0M
Summit Financial, LLC 0.05% Reduce -3.5% 215,192 $4.7M
HB Wealth Management, LLC 0.03% New 208,232 $4.5M
Triad Wealth Partners, LLC 0.25% New 186,543 $4.2M
Paller Financial Services Inc 2.83% Reduce -3.8% 173,202 $3.8M
Z3 Capital Partners, LLC 0.71% Reduce -0.3% 154,621 $3.4M
Cetera Investment Advisers 0.00% Reduce -15.7% 147,894 $3.2M
Retirement Planning Co of New England, Inc. 1.15% Add +0.8% 146,441 $3.2M
Nottingham Advisors, Inc. 0.38% Add +0.5% 140,901 $3.2M
Cambridge Advisors Inc. 0.53% Reduce -2.8% 142,258 $3.1M
NWF Advisory Services Inc. 0.28% Reduce -0.7% 136,989 $3.0M
Sowell Financial Services LLC 0.10% Reduce -4.2% 133,949 $2.9M
Kingsview Wealth Management, LLC 0.03% Add +0.1% 124,882 $2.7M
Susquehanna International Group, LLP 0.00% Reduce -8.7% 103,840 $2.3M
Community Bank, N.A. 0.24% No change 100,000 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -1.9% 94,728 $2.1M
Envestnet Asset Management Inc. 0.00% New 87,974 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.3% 85,686 $1.9M
Kingswood Wealth Advisors, LLC 0.07% Reduce -8.3% 84,836 $1.9M
OneAscent Family Office, LLC 0.92% Add +63.4% 83,379 $1.8M
Bank of New York Mellon Corp 0.00% Add +87.9% 77,672 $1.7M
Winebrenner Capital Management LLC 1.03% Reduce -5.5% 77,193 $1.7M
Mystic Asset Management, Inc. 0.35% Reduce -0.7% 75,778 $1.7M
Altfest L J & Co. Inc. 0.16% Add +3.3% 73,640 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +2.5% 73,415 $1.6M
MML Investors Services, LLC 0.00% Add +415.8% 73,129 $1.6M
Strait & Sound Wealth Management LLC 0.53% Reduce -0.3% 69,473 $1.5M
D.A. Davidson & Co. 0.01% Reduce -0.3% 67,747 $1.5M
Magnus Financial Group LLC 0.09% Add +0.1% 60,865 $1.3M
CoreCap Advisors, LLC 0.04% Reduce -0.8% 58,745 $1.3M
Legacy Financial Independent Advisors LLC 0.56% Reduce -11.7% 54,170 $1.2M
Private Advisor Group, LLC 0.01% Add +11.2% 53,307 $1.2M
NewEdge Advisors, LLC 0.00% Add +8.7% 51,380 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +191.9% 49,996 $1.1M
Mgo One Seven LLC 0.02% Add +0.3% 49,089 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% New 48,449 $1.1M
Formidable Asset Management, LLC 0.17% Reduce -0.1% 46,894 $1.1M
AlTi Global, Inc. 0.02% No change 47,998 $1.0M
Oppenheimer & Co. Inc. 0.01% Add +7.3% 45,991 $1.0M
Rockefeller Capital Management L.P. 0.00% Add +14.9% 43,936 $960K
Brown Brothers Harriman & Co. 0.00% Reduce -42.4% 43,910 $959K
OneDigital Investment Advisors LLC 0.01% Reduce -0.0% 42,554 $929K
Steward Partners Investment Advisory, LLC 0.00% Add +0.5% 41,071 $897K
MAI Capital Management 0.00% Reduce -2.4% 39,530 $863K
IHT Wealth Management, LLC 0.02% Add +30.3% 39,167 $855K
Ameritas Advisory Services, LLC 0.02% Add +102.4% 34,322 $750K
Latash Investments, LLC 0.51% No change 32,168 $703K
Moors & Cabot, Inc. 0.03% Reduce -3.5% 30,624 $669K
WESPAC Advisors, LLC 0.32% Add +0.5% 30,507 $666K
Cresset Asset Management, LLC 0.00% Reduce -44.5% 30,234 $660K
Smith, Moore & Co. 0.04% Add +1.5% 28,286 $618K
Inscription Capital, LLC 0.05% Add +23.9% 28,078 $613K
Belpointe Asset Management LLC 0.02% Reduce -2.5% 26,292 $574K
Old Mission Capital LLC 0.01% New 25,843 $564K
Koshinski Asset Management, Inc. 0.03% Reduce -0.9% 24,931 $544K
HighTower Advisors, LLC 0.00% Reduce -2.1% 24,471 $534K
Brookstone Capital Management 0.01% New 23,927 $523K
Concurrent Investment Advisors, LLC 0.00% Add +3.2% 23,255 $508K
Xcelsior Advisor Partners LLC 0.07% Add +44.9% 22,865 $499K
Puff Wealth Management, LLC 0.49% — 22,030 $481K
International Assets Investment Management, LLC 0.03% Add +11.6% 20,793 $449K
Global Retirement Partners, LLC 0.01% — 20,385 $445K
Harbour Investments, Inc. 0.01% Add +64.3% 20,079 $439K
Fifth Third Bancorp 0.00% Reduce -1.0% 20,007 $437K
Janney Montgomery Scott LLC 0.00% New 19,798 $432K
Kovack Advisors, Inc. 0.02% Reduce -2.6% 18,735 $406K
Orion Porfolio Solutions, LLC 0.00% Reduce -52.9% 18,243 $398K
Closed-End Fund Advisors, Inc. 0.39% No change 18,135 $396K
Stratos Wealth Partners, LTD. 0.00% Add +4.6% 17,960 $392K
Armor Investment Advisors, LLC 0.13% Reduce -12.0% 17,889 $391K
Icon Wealth Advisors, LLC 0.02% Reduce -2.7% 17,615 $385K
Fiduciary Alliance LLC 0.02% Add +9.1% 16,857 $368K
Mariner, LLC 0.00% Add +1.6% 16,578 $362K
Prospera Financial Services Inc 0.01% Reduce -8.9% 15,803 $345K
Cambria Investment Management, L.P. 0.02% Reduce -0.9% 15,553 $340K
Empowered Funds, LLC 0.00% Reduce -0.9% 15,553 $340K
Sigma Planning Corp 0.01% Add +15.5% 15,285 $334K
Capital Advisors Wealth Management, LLC 0.04% Add +1.7% 15,097 $330K
Pathstone Holdings, LLC 0.00% Add +1.7% 15,016 $328K
AQR Capital Management 0.00% No change 14,433 $315K
Fairman Group, LLC 0.24% Reduce -12.5% 13,749 $300K
Whitener Capital Management, Inc. 0.06% Reduce -7.9% 13,170 $288K
CreativeOne Wealth, LLC 0.01% Reduce -25.9% 12,958 $283K
Financial Network Wealth Advisors LLC 0.28% Add +0.5% 12,851 $281K
Kestra Private Wealth Services, LLC 0.00% Reduce -36.8% 12,647 $276K
Fortis Capital Advisors, LLC 0.03% Add +2.5% 12,413 $271K
CIBC Bancorp USA Inc. 0.00% Reduce -6.7% 12,248 $267K

"% of holder's portfolio" is EIPI's weight in each manager's 13F, not the share of FT Energy Income ETF the manager owns.

Show all 165 holders