FT Energy Income ETFEIPIETF
13F holders, Q3 2024 (September 30)130holders −3
17new positions
20sold out
1famous investor
$19.35avg. 13F price*
At the end of Q3 2024, 130 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, down 3 from Q2 2024. 17 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($50.1M), UBS Group AG ($18.4M) and Advisors Asset Management, Inc. ($17.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Energy Income ETF
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q3 2024)
- CUSIP
- 33740F276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.9M |
| Exits | 20 | $18.6M |
All 13F filers, Q2 2024 → Q3 2024: 540,067 shares bought and 2,084,144 shares sold, net −1,544,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Morgan Stanley | 0.00% | Reduce -14.0% | 2,591,570 | $50.1M |
| UBS Group AG | 0.01% | Reduce -1.8% | 949,712 | $18.4M |
| Advisors Asset Management, Inc. | 0.32% | Reduce -7.5% | 913,342 | $17.7M |
| Wealthspire Advisors, LLC | 0.17% | Add +0.7% | 857,543 | $16.6M |
| LPL Financial LLC | 0.01% | Add +2.2% | 840,886 | $16.3M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 706,196 | $13.7M |
| Coastal Bridge Advisors, LLC | 3.29% | Add +3.5% | 686,742 | $13.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 496,607 | $9.6M |
| Mgo One Seven LLC | 0.29% | Reduce -25.0% | 344,599 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 318,058 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -6.0% | 290,840 | $5.6M |
| LongView Wealth Management | 1.41% | Reduce -2.5% | 228,854 | $4.4M |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 189,736 | $3.7M |
| Cohen & Steers, Inc. | 0.01% | Reduce -28.9% | 186,937 | $3.6M |
| Bridges Investment Management Inc. | 0.05% | No change | 175,160 | $3.4M |
| Sowell Financial Services LLC | 0.13% | Reduce -3.9% | 147,276 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Add +860.5% | 145,206 | $2.8M |
| Retirement Planning Co of New England, Inc. | 1.32% | Add +2.7% | 136,678 | $2.6M |
| Cambridge Advisors Inc. | 0.57% | Add +1.6% | 135,650 | $2.6M |
| Oppenheimer & Co. Inc. | 0.04% | Add +14.1% | 127,028 | $2.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.3% | 126,333 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -41.2% | 112,763 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 102,734 | $2.0M |
| Mystic Asset Management, Inc. | 0.73% | Reduce -3.1% | 99,880 | $1.9M |
| CoreCap Advisors, LLC | 0.09% | Reduce -14.0% | 99,715 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.4% | 97,947 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 87,982 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -47.8% | 85,979 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Add +4.0% | 78,522 | $1.5M |
| Magnus Financial Group LLC | 0.14% | Add +0.3% | 72,576 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 71,841 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 68,988 | $1.3M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -1.4% | 63,783 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | No change | 61,430 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | Reduce -7.7% | 60,396 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +1.2% | 60,110 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.08% | New | 58,143 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 56,261 | $1.1M |
| AlTi Global, Inc. | 0.02% | Reduce -5.8% | 52,548 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +14.2% | 51,035 | $988K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 45,616 | $883K |
| Stephens Inc. | 0.01% | Reduce -0.4% | 43,560 | $843K |
| Cetera Investment Advisers | 0.00% | Reduce -11.7% | 41,835 | $809K |
| Strait & Sound Wealth Management LLC | 0.38% | Add +75.5% | 40,508 | $784K |
| Schechter Investment Advisors, LLC | 0.06% | No change | 38,499 | $745K |
| Garrison Asset Management, LLC | 0.38% | Add +2.6% | 38,390 | $743K |
| Citadel Advisors | 0.00% | Add +79.3% | 35,927 | $695K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.2% | 32,886 | $637K |
| Armor Investment Advisors, LLC | 0.26% | Reduce -10.2% | 32,401 | $627K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.0% | 32,399 | $627K |
| Latash Investments, LLC | 0.57% | New | 32,168 | $622K |
| WESPAC Advisors, LLC | 0.43% | Reduce -1.5% | 29,684 | $574K |
| Sanctuary Advisors, LLC | 0.00% | New | 27,717 | $572K |
| Moors & Cabot, Inc. | 0.03% | Reduce -2.3% | 27,148 | $525K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.5% | 26,350 | $510K |
| NewEdge Advisors, LLC | 0.00% | Add +36.7% | 26,096 | $505K |
| Nottingham Advisors, Inc. | 0.06% | Add +1.7% | 25,862 | $500K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.1% | 24,820 | $480K |
| Comerica Bank | 0.00% | Reduce -4.5% | 23,012 | $445K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.9% | 20,888 | $404K |
| IFG Advisory, LLC | 0.02% | No change | 19,835 | $384K |
| Bison Wealth, LLC | 0.06% | New | 19,722 | $382K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -11.9% | 19,625 | $380K |
| Whitener Capital Management, Inc. | 0.11% | Reduce -7.9% | 19,475 | $377K |
| Icon Wealth Advisors, LLC | 0.03% | Add +106.4% | 18,516 | $358K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 17,926 | $347K |
| Mutual Advisors, LLC | 0.01% | New | 17,636 | $344K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +37.1% | 16,513 | $320K |
| Pathstone Holdings, LLC | 0.00% | Add +1.9% | 16,291 | $315K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 16,060 | $311K |
| Smith, Moore & Co. | 0.03% | Add +0.0% | 15,727 | $304K |
| Kovack Advisors, Inc. | 0.03% | Add +28.7% | 15,710 | $304K |
| Fairman Group, LLC | 0.27% | No change | 15,709 | $304K |
| Truist Financial Corp. | 0.00% | Reduce -68.2% | 14,497 | $281K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -71.5% | 14,174 | $278K |
| Kesler, Norman & Wride, LLC | 0.05% | Add +0.3% | 14,329 | $277K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 13,738 | $266K |
| L.M. Kohn & Company | 0.07% | No change | 13,481 | $261K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +2.0% | 13,127 | $254K |
| Catalina Capital Group, LLC | 0.08% | Add +2.5% | 12,581 | $243K |
| Terril Brothers, Inc. | 0.08% | No change | 12,498 | $242K |
| Advisory Services Network, LLC | 0.00% | No change | 12,561 | $233K |
| Mariner, LLC | 0.00% | New | 11,242 | $218K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 10,940 | $212K |
| Capital Investment Advisors, LLC | 0.00% | No change | 10,924 | $211K |
| Stegent Equity Advisors, Inc. | 0.23% | No change | 10,906 | $211K |
| IFP Advisors, Inc | 0.01% | Reduce -1.5% | 10,617 | $205K |
| Bokf, NA | 0.00% | Reduce -0.9% | 10,363 | $204K |
| Sigma Planning Corp | 0.01% | Reduce -54.6% | 10,546 | $204K |
| Cornerstone Advisory, LLC | 0.03% | Add +1.5% | 10,542 | $204K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 10,204 | $197K |
| Bank of America Corp. | 0.00% | Reduce -80.5% | 8,744 | $169K |
| Lanark Financial, Inc. | 0.01% | No change | 8,404 | $162K |
| Gilliland Jeter Wealth Management LLC | 0.04% | No change | 6,774 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +4.0% | 6,153 | $119K |
| West Branch Capital LLC | 0.04% | No change | 5,911 | $114K |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 4,804 | $93K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,837 | $74K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 3,552 | $69K |
| Quent Capital, LLC | 0.00% | New | 2,272 | $44K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 2,166 | $42K |
| Future Financial Wealth Managment LLC | 0.03% | New | 2,165 | $42K |
| UMB Bank, n.a. | 0.00% | New | 1,977 | $38K |
| Legacy Investment Solutions, LLC | 0.02% | — | 1,905 | $38K |
| Legacy Wealth Managment, LLC | 0.02% | — | 1,905 | $38K |
| Ancora Advisors LLC | 0.00% | Add +1.5% | 1,890 | $37K |
| Cwm, LLC | 0.00% | New | 1,716 | $33K |
| Allworth Financial LP | 0.00% | Add +1.5% | 1,351 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 1,234 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -27.8% | 1,133 | $22K |
| US Bancorp \de | 0.00% | Reduce -29.4% | 1,032 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 1,005 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 983 | $19K |
| Principal Securities, Inc. | 0.00% | Add +1.0% | 980 | $19K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 969 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 723 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.7% | 639 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 510 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 440 | $9K |
| Fourpath Capital Management, LLC | 0.00% | New | 214 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 202 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 196 | $4K |
| Investors Research Corp | 0.00% | No change | 180 | $3K |
| Clear Point Advisors Inc. | 0.00% | Add +1.9% | 160 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 135 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 88 | $2K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 80 | $2K |
| Compass Wealth Management LLC | 0.00% | New | 44 | $852 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $19 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is EIPI's weight in each manager's 13F, not the share of FT Energy Income ETF the manager owns.