FT Energy Income ETFEIPIETF
13F holders, Q1 2025 (March 31)133holders −4
13new positions
14sold out
$20.30avg. 13F price*
At the end of Q1 2025, 133 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, down 4 from Q4 2024. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($48.1M), LPL Financial LLC ($20.2M) and UBS Group AG ($19.0M).
- Company
- FT Energy Income ETF
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q1 2025)
- CUSIP
- 33740F276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.9M |
| Exits | 14 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,108,324 shares bought and 1,553,031 shares sold, net −444,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Morgan Stanley | 0.00% | Reduce -6.0% | 2,372,182 | $48.1M |
| LPL Financial LLC | 0.01% | Add +18.8% | 997,590 | $20.2M |
| UBS Group AG | 0.00% | Add +4.4% | 934,949 | $19.0M |
| Royal Bank of Canada | 0.00% | Add +13.1% | 929,421 | $18.9M |
| Wealthspire Advisors, LLC | 0.11% | Add +3.1% | 905,610 | $18.4M |
| Coastal Bridge Advisors, LLC | 2.53% | Add +18.3% | 872,895 | $17.7M |
| Modern Wealth Management, LLC | 0.54% | Add +3.0% | 828,273 | $16.8M |
| Advisors Asset Management, Inc. | 0.20% | Reduce -21.4% | 534,624 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.0% | 484,686 | $9.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.4% | 323,759 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +36.7% | 220,283 | $4.5M |
| LongView Wealth Management | 1.31% | Reduce -2.9% | 215,524 | $4.4M |
| Oppenheimer & Co. Inc. | 0.06% | Add +35.5% | 188,337 | $3.8M |
| Bridges Investment Management Inc. | 0.05% | No change | 175,160 | $3.6M |
| Sowell Financial Services LLC | 0.14% | Add +0.4% | 156,101 | $3.2M |
| Retirement Planning Co of New England, Inc. | 1.41% | Add +1.7% | 139,565 | $2.8M |
| Cambridge Advisors Inc. | 0.62% | Reduce -0.7% | 138,629 | $2.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +0.1% | 125,879 | $2.6M |
| Nottingham Advisors, Inc. | 0.39% | Add +386.7% | 125,862 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.3% | 106,841 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.0% | 100,836 | $2.0M |
| Community Bank, N.A. | 0.27% | New | 100,000 | $2.0M |
| NWF Advisory Services Inc. | 0.28% | New | 99,435 | $2.0M |
| Mystic Asset Management, Inc. | 0.52% | Reduce -2.3% | 96,247 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.0% | 91,272 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | Reduce -46.7% | 88,937 | $1.8M |
| Winebrenner Capital Management LLC | 1.58% | Reduce -2.2% | 86,194 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -2.0% | 83,220 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Add +0.1% | 81,020 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +6.3% | 77,229 | $1.6M |
| Magnus Financial Group LLC | 0.14% | Reduce -1.4% | 72,876 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -78.8% | 71,652 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +127.5% | 71,105 | $1.4M |
| Altfest L J & Co. Inc. | 0.17% | Add +1.5% | 67,505 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -37.9% | 61,617 | $1.3M |
| Strait & Sound Wealth Management LLC | 0.58% | Add +30.3% | 61,470 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.17% | Reduce -0.0% | 59,813 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | Reduce -5.6% | 55,523 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.3% | 54,428 | $1.1M |
| AlTi Global, Inc. | 0.03% | Reduce -7.4% | 48,671 | $988K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 48,387 | $982K |
| Wells Fargo & Company | 0.00% | Reduce -19.8% | 47,226 | $958K |
| Private Advisor Group, LLC | 0.01% | Add +1.3% | 46,532 | $944K |
| Lanark Financial, Inc. | 0.08% | — | 46,397 | $941K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.4% | 45,426 | $922K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.0% | 44,791 | $909K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 42,399 | $860K |
| MAI Capital Management | 0.01% | Add +2.5% | 41,585 | $844K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.1% | 38,992 | $791K |
| Cetera Investment Advisers | 0.00% | Reduce -5.2% | 38,204 | $775K |
| WESPAC Advisors, LLC | 0.57% | Reduce -6.2% | 34,273 | $695K |
| Latash Investments, LLC | 0.54% | No change | 32,168 | $653K |
| CreativeOne Wealth, LLC | 0.02% | Add +38.0% | 31,770 | $645K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.7% | 30,105 | $611K |
| Armor Investment Advisors, LLC | 0.24% | Reduce -1.2% | 29,011 | $589K |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 28,055 | $569K |
| Moors & Cabot, Inc. | 0.03% | Reduce -2.1% | 26,454 | $537K |
| Susquehanna International Group, LLP | 0.00% | New | 25,715 | $522K |
| Koshinski Asset Management, Inc. | 0.04% | Add +3.9% | 25,192 | $511K |
| Ameriflex Group, Inc. | 0.20% | Reduce -6.9% | 24,389 | $495K |
| Old Mission Capital LLC | 0.01% | Reduce -75.0% | 23,242 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.7% | 22,416 | $455K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.5% | 22,210 | $451K |
| Puff Wealth Management, LLC | 0.75% | Add +1.5% | 20,921 | $424K |
| Comerica Bank | 0.00% | Reduce -1.6% | 20,200 | $410K |
| Icon Wealth Advisors, LLC | 0.03% | Add +1.9% | 19,441 | $394K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 19,395 | $394K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.0% | 19,074 | $387K |
| IFG Advisory, LLC | 0.02% | No change | 18,835 | $382K |
| Whitener Capital Management, Inc. | 0.11% | Reduce -1.4% | 18,719 | $380K |
| Pathstone Holdings, LLC | 0.00% | Add +1.9% | 17,090 | $347K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.5% | 16,221 | $329K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 16,060 | $326K |
| Fiduciary Alliance LLC | 0.03% | New | 15,764 | $320K |
| Belpointe Asset Management LLC | 0.02% | New | 15,377 | $312K |
| Fairman Group, LLC | 0.28% | No change | 15,709 | $306K |
| Kesler, Norman & Wride, LLC | 0.06% | Add +0.3% | 14,421 | $293K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +1.9% | 13,786 | $280K |
| Prosperity Wealth Management, Inc. | 0.13% | Reduce -10.1% | 13,747 | $279K |
| L.M. Kohn & Company | 0.07% | No change | 13,481 | $274K |
| Kovack Advisors, Inc. | 0.03% | Reduce -1.4% | 13,336 | $271K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.6% | 13,147 | $267K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 13,087 | $266K |
| Baird Financial Group, Inc. | 0.00% | Reduce -97.4% | 12,849 | $261K |
| CIBC Private Wealth Group LLC | 0.00% | New | 14,141 | $253K |
| Catalina Capital Group, LLC | 0.17% | Reduce -1.2% | 12,431 | $252K |
| Truist Financial Corp. | 0.00% | Reduce -24.0% | 11,361 | $231K |
| Advisory Services Network, LLC | 0.00% | Reduce -7.7% | 11,235 | $228K |
| Sigma Planning Corp | 0.01% | New | 11,193 | $227K |
| Stegent Equity Advisors, Inc. | 0.22% | No change | 10,906 | $221K |
| IFP Advisors, Inc | 0.01% | Reduce -2.0% | 10,405 | $211K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | Add +1.9% | 10,293 | $209K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.0% | 10,282 | $209K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 10,221 | $207K |
| Bokf, NA | 0.00% | Add +21.5% | 9,743 | $198K |
| Whipplewood Advisors, LLC | 0.10% | Reduce -99.8% | 13 | $169K |
| West Branch Capital LLC | 0.04% | No change | 5,911 | $120K |
| Spire Wealth Management | 0.00% | Add +126.3% | 4,146 | $84K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 4,135 | $84K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,837 | $78K |
"% of holder's portfolio" is EIPI's weight in each manager's 13F, not the share of FT Energy Income ETF the manager owns.