FT Energy Income ETFEIPIETF
13F holders, Q4 2024 (December 31)137holders +7
14new positions
12sold out
1famous investor
$19.49avg. 13F price*
At the end of Q4 2024, 137 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, up 7 from Q3 2024. 14 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($49.2M), UBS Group AG ($17.5M) and Wealthspire Advisors, LLC ($17.1M). 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 (Q4 2024)
- CUSIP
- 33740F276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $21.2M |
| Exits | 12 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,398,650 shares bought and 688,246 shares sold, net +710,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| Morgan Stanley | 0.00% | Reduce -2.6% | 2,523,760 | $49.2M |
| UBS Group AG | 0.00% | Reduce -5.7% | 895,761 | $17.5M |
| Wealthspire Advisors, LLC | 0.17% | Add +2.4% | 878,146 | $17.1M |
| LPL Financial LLC | 0.01% | Reduce -0.1% | 839,852 | $16.4M |
| Royal Bank of Canada | 0.00% | Add +16.4% | 821,713 | $16.0M |
| Modern Wealth Management, LLC | 0.59% | New | 804,245 | $15.7M |
| Coastal Bridge Advisors, LLC | 3.62% | Add +7.4% | 737,747 | $14.4M |
| Advisors Asset Management, Inc. | 0.24% | Reduce -25.6% | 679,933 | $13.3M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.0% | 491,466 | $9.6M |
| Raymond James Financial Inc. | 0.00% | — | 489,546 | $9.5M |
| Mgo One Seven LLC | 0.25% | Reduce -1.9% | 338,198 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.6% | 313,054 | $6.1M |
| LongView Wealth Management | 1.32% | Reduce -3.1% | 221,841 | $4.3M |
| Bridges Investment Management Inc. | 0.05% | No change | 175,160 | $3.4M |
| Cohen & Steers, Inc. | 0.01% | Reduce -10.7% | 166,937 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +10.9% | 161,102 | $3.1M |
| Sowell Financial Services LLC | 0.16% | Add +5.6% | 155,524 | $3.0M |
| Cambridge Advisors Inc. | 0.61% | Add +2.9% | 139,623 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +9.5% | 139,045 | $2.7M |
| Retirement Planning Co of New England, Inc. | 1.30% | Add +0.4% | 137,185 | $2.7M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.5% | 125,739 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.2% | 103,934 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.6% | 100,471 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Reduce -0.5% | 99,265 | $1.9M |
| Mystic Asset Management, Inc. | 0.51% | Reduce -1.4% | 98,460 | $1.9M |
| Old Mission Capital LLC | 0.04% | New | 92,817 | $1.8M |
| Winebrenner Capital Management LLC | 1.32% | — | 88,170 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +46.0% | 84,900 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 83,739 | $1.6M |
| Prospera Financial Services Inc | 0.04% | Add +3.1% | 80,955 | $1.6M |
| Magnus Financial Group LLC | 0.14% | Add +1.8% | 73,876 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 72,640 | $1.4M |
| Altfest L J & Co. Inc. | 0.17% | Add +4.3% | 66,502 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.16% | Reduce -0.5% | 59,828 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -31.5% | 58,883 | $1.1M |
| Formidable Asset Management, LLC | 0.19% | Reduce -2.6% | 58,834 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -18.4% | 56,269 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 54,456 | $1.1M |
| AlTi Global, Inc. | 0.02% | Reduce 0.0% | 52,547 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.0% | 48,387 | $943K |
| Strait & Sound Wealth Management LLC | 0.43% | Add +16.5% | 47,179 | $920K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -24.2% | 46,589 | $908K |
| Private Advisor Group, LLC | 0.01% | Reduce -10.0% | 45,919 | $895K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.2% | 45,721 | $891K |
| NewEdge Advisors, LLC | 0.01% | Add +74.8% | 45,611 | $889K |
| Stephens Inc. | 0.01% | Reduce -2.5% | 42,493 | $828K |
| MAI Capital Management | 0.01% | New | 40,552 | $790K |
| Cetera Investment Advisers | 0.00% | Reduce -3.7% | 40,305 | $786K |
| Kestra Advisory Services, LLC | 0.00% | New | 39,420 | $768K |
| Ameriprise Financial Inc. | 0.00% | Reduce -65.9% | 38,493 | $750K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -1.4% | 37,958 | $740K |
| WESPAC Advisors, LLC | 0.52% | Add +23.0% | 36,517 | $712K |
| Latash Investments, LLC | 0.49% | No change | 32,168 | $627K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.5% | 31,260 | $609K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -6.9% | 30,628 | $597K |
| Armor Investment Advisors, LLC | 0.24% | Reduce -9.4% | 29,363 | $572K |
| HighTower Advisors, LLC | 0.00% | Add +2.7% | 27,057 | $527K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.4% | 27,029 | $527K |
| Ameriflex Group, Inc. | 0.24% | — | 26,186 | $521K |
| Nottingham Advisors, Inc. | 0.06% | No change | 25,862 | $504K |
| Koshinski Asset Management, Inc. | 0.04% | Add +16.1% | 24,255 | $473K |
| CreativeOne Wealth, LLC | 0.01% | New | 23,027 | $449K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.3% | 22,266 | $434K |
| Puff Wealth Management, LLC | 0.70% | — | 20,608 | $401K |
| Comerica Bank | 0.00% | Reduce -10.8% | 20,534 | $400K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.2% | 19,398 | $378K |
| Icon Wealth Advisors, LLC | 0.03% | Add +3.1% | 19,086 | $372K |
| Whitener Capital Management, Inc. | 0.10% | Reduce -2.6% | 18,977 | $370K |
| IFG Advisory, LLC | 0.02% | Reduce -5.0% | 18,835 | $367K |
| Citadel Advisors | 0.00% | Reduce -50.3% | 17,862 | $348K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +5.0% | 17,342 | $338K |
| Jane Street Group, LLC | 0.00% | New | 17,237 | $336K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.6% | 16,289 | $335K |
| Pathstone Holdings, LLC | 0.00% | Add +3.0% | 16,780 | $328K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.0% | 16,134 | $314K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 16,060 | $313K |
| Fairman Group, LLC | 0.25% | No change | 15,709 | $306K |
| Prosperity Wealth Management, Inc. | 0.12% | Add +39.7% | 15,287 | $298K |
| Truist Financial Corp. | 0.00% | Add +3.1% | 14,952 | $291K |
| Kesler, Norman & Wride, LLC | 0.06% | Add +0.4% | 14,381 | $280K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 13,748 | $268K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +3.1% | 13,532 | $264K |
| Kovack Advisors, Inc. | 0.03% | Reduce -13.9% | 13,522 | $264K |
| L.M. Kohn & Company | 0.07% | No change | 13,481 | $263K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.7% | 13,228 | $258K |
| Smith, Moore & Co. | 0.02% | Reduce -16.9% | 13,075 | $255K |
| Catalina Capital Group, LLC | 0.08% | No change | 12,581 | $245K |
| Advisory Services Network, LLC | 0.00% | Reduce -3.1% | 12,175 | $237K |
| Bison Wealth, LLC | 0.05% | Reduce -42.3% | 11,386 | $222K |
| Stegent Equity Advisors, Inc. | 0.22% | No change | 10,906 | $213K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.0% | 10,710 | $209K |
| IFP Advisors, Inc | 0.01% | No change | 10,617 | $207K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.1% | 10,214 | $199K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | — | 10,101 | $197K |
| Terril Brothers, Inc. | 0.06% | Reduce -19.7% | 10,041 | $196K |
| Whipplewood Advisors, LLC | 0.09% | — | 8,350 | $163K |
| Bokf, NA | 0.00% | Reduce -22.6% | 8,021 | $158K |
| Aptus Capital Advisors, LLC | 0.00% | New | 7,271 | $142K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 6,216 | $121K |
| West Branch Capital LLC | 0.04% | No change | 5,911 | $115K |
| AE Wealth Management LLC | 0.00% | New | 4,130 | $80K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,837 | $75K |
| Bank of America Corp. | 0.00% | Reduce -57.2% | 3,744 | $73K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 3,552 | $69K |
| EPG Wealth Management LLC | 0.01% | No change | 2,166 | $42K |
| Future Financial Wealth Managment LLC | 0.03% | No change | 2,165 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +111.2% | 2,076 | $40K |
| UMB Bank, n.a. | 0.00% | No change | 1,977 | $39K |
| Legacy Investment Solutions, LLC | 0.03% | No change | 1,905 | $38K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 1,905 | $38K |
| Spire Wealth Management | 0.00% | New | 1,832 | $36K |
| Cwm, LLC | 0.00% | No change | 1,716 | $33K |
| Ancora Advisors LLC | 0.00% | Reduce -20.9% | 1,495 | $29K |
| Allworth Financial LP | 0.00% | Add +4.2% | 1,407 | $29K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,234 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,188 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,133 | $22K |
| Principal Securities, Inc. | 0.00% | Add +2.6% | 1,006 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 1,005 | $20K |
| US Bancorp \de | 0.00% | Reduce -5.6% | 974 | $19K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 723 | $14K |
| Park Square Financial Group, LLC | 0.01% | — | 686 | $13K |
| Sunbelt Securities, Inc. | 0.00% | New | 581 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.5% | 572 | $11K |
| Geneos Wealth Management Inc. | 0.00% | New | 541 | $11K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 510 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 440 | $9K |
| Kestra Investment Management, LLC | 0.00% | New | 252 | $5K |
| 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 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 135 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 118 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 88 | $2K |
| Compass Wealth Management LLC | 0.00% | No change | 44 | $858 |
| Lanark Financial, Inc. | 0.01% | — | 8 | $163 |
| 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.