FT Energy Income ETFEIPIETF
13F holders, Q2 2025 (June 30)137holders +4
15new positions
12sold out
1famous investor
$10.52avg. 13F price*
At the end of Q2 2025, 137 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, up 4 from Q1 2025. 15 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($45.8M), LPL Financial LLC ($19.8M) and Coastal Bridge Advisors, LLC ($17.6M). 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 2025)
- CUSIP
- 33740F276
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.8M |
| Exits | 12 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 13,477,312 shares bought and 822,897 shares sold, net +12,654,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| Morgan Stanley | 0.00% | Reduce -2.1% | 2,322,813 | $45.8M |
| LPL Financial LLC | 0.01% | Add +0.8% | 1,005,342 | $19.8M |
| Coastal Bridge Advisors, LLC | 1.46% | Add +2.3% | 892,783 | $17.6M |
| UBS Group AG | 0.00% | Reduce -6.9% | 870,211 | $17.2M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -7.8% | 835,348 | $16.5M |
| Modern Wealth Management, LLC | 0.40% | Reduce -1.6% | 814,854 | $16.1M |
| Royal Bank of Canada | 0.00% | Reduce -18.3% | 759,049 | $15.0M |
| Proficio Capital Partners LLC | 0.83% | New | 12,937,487 | $13.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 467,318 | $9.2M |
| Advisors Asset Management, Inc. | 0.13% | Reduce -30.9% | 369,270 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -10.5% | 289,673 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +20.1% | 264,480 | $5.2M |
| LongView Wealth Management | 1.29% | Add +0.2% | 215,874 | $4.3M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.6% | 189,379 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +547.4% | 166,475 | $3.3M |
| Sowell Financial Services LLC | 0.12% | Reduce -0.5% | 155,262 | $3.1M |
| Cambridge Advisors Inc. | 0.58% | Add +2.3% | 141,873 | $2.8M |
| Retirement Planning Co of New England, Inc. | 1.24% | Add +1.4% | 141,504 | $2.8M |
| Nottingham Advisors, Inc. | 0.37% | Add +0.7% | 126,732 | $2.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +0.1% | 126,039 | $2.5M |
| Bridges Investment Management Inc. | 0.03% | Reduce -30.8% | 121,300 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.2% | 114,504 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.0% | 105,867 | $2.1M |
| NWF Advisory Services Inc. | 0.25% | Add +5.2% | 104,635 | $2.1M |
| Community Bank, N.A. | 0.26% | No change | 100,000 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 98,833 | $1.9M |
| Mystic Asset Management, Inc. | 0.46% | Add +0.8% | 96,967 | $1.9M |
| Winebrenner Capital Management LLC | 1.37% | Reduce -0.3% | 85,952 | $1.7M |
| Prospera Financial Services Inc | 0.03% | Add +4.8% | 84,895 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +19.0% | 84,613 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | New | 79,619 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -4.5% | 79,520 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 79,454 | $1.6M |
| Mgo One Seven LLC | 0.04% | Reduce -2.4% | 69,935 | $1.4M |
| Altfest L J & Co. Inc. | 0.16% | Add +0.8% | 68,064 | $1.3M |
| Strait & Sound Wealth Management LLC | 0.56% | Add +9.5% | 67,313 | $1.3M |
| Magnus Financial Group LLC | 0.11% | Reduce -12.1% | 64,071 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +0.4% | 61,867 | $1.2M |
| Old Mission Capital LLC | 0.03% | Add +163.9% | 61,342 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.15% | Add +2.0% | 61,003 | $1.2M |
| Formidable Asset Management, LLC | 0.19% | No change | 55,523 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | No change | 54,428 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +13.4% | 52,637 | $1.0M |
| AlTi Global, Inc. | 0.02% | Reduce -0.3% | 48,539 | $957K |
| Wells Fargo & Company | 0.00% | Add +0.9% | 47,640 | $939K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.9% | 46,093 | $909K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.8% | 45,605 | $899K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.9% | 44,554 | $879K |
| Stephens Inc. | 0.01% | Add +0.0% | 42,413 | $836K |
| MAI Capital Management | 0.01% | Reduce -0.5% | 41,382 | $816K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.3% | 40,751 | $804K |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 39,344 | $776K |
| Cohen & Steers, Inc. | 0.00% | Reduce -56.2% | 38,937 | $768K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.4% | 37,664 | $743K |
| WESPAC Advisors, LLC | 0.48% | Add +2.3% | 35,048 | $691K |
| Latash Investments, LLC | 0.49% | No change | 32,168 | $634K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.6% | 30,285 | $597K |
| Moors & Cabot, Inc. | 0.03% | Add +3.7% | 27,435 | $541K |
| Armor Investment Advisors, LLC | 0.20% | Reduce -6.5% | 27,113 | $535K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -15.2% | 26,941 | $531K |
| Smith, Moore & Co. | 0.04% | Add +99.1% | 26,052 | $514K |
| Koshinski Asset Management, Inc. | 0.04% | Add +0.1% | 25,207 | $497K |
| Comerica Bank | 0.00% | Add +23.6% | 24,958 | $492K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.1% | 24,934 | $492K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 21,418 | $422K |
| IFG Advisory, LLC | 0.02% | Add +13.1% | 21,306 | $420K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.2% | 21,287 | $420K |
| Puff Wealth Management, LLC | 0.68% | Add +1.6% | 21,249 | $419K |
| L.M. Kohn & Company | 0.11% | Add +55.9% | 21,022 | $415K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.1% | 20,809 | $410K |
| Icon Wealth Advisors, LLC | 0.03% | Add +1.9% | 19,815 | $391K |
| IHT Wealth Management, LLC | 0.01% | New | 19,763 | $390K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 19,395 | $382K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 18,183 | $359K |
| Pathstone Holdings, LLC | 0.00% | Add +1.9% | 17,415 | $343K |
| Whitener Capital Management, Inc. | 0.09% | Reduce -7.5% | 17,312 | $341K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.5% | 16,296 | $321K |
| Mariner, LLC | 0.00% | New | 16,237 | $320K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 16,060 | $317K |
| Fairman Group, LLC | 0.25% | No change | 15,709 | $310K |
| Fiduciary Alliance LLC | 0.02% | Reduce -2.0% | 15,449 | $305K |
| Prosperity Wealth Management, Inc. | 0.11% | Add +11.9% | 15,383 | $303K |
| Belpointe Asset Management LLC | 0.01% | No change | 15,377 | $303K |
| AQR Capital Management | 0.00% | New | 14,433 | $285K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,141 | $279K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +1.9% | 14,055 | $277K |
| Kesler, Norman & Wride, LLC | 0.05% | Reduce -2.6% | 14,049 | $277K |
| Kovack Advisors, Inc. | 0.02% | Reduce -4.1% | 12,786 | $252K |
| Bank of America Corp. | 0.00% | New | 11,721 | $231K |
| Sigma Planning Corp | 0.01% | Add +4.3% | 11,670 | $230K |
| Advisory Services Network, LLC | 0.00% | Add +0.7% | 11,318 | $225K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -16.2% | 11,017 | $217K |
| Stegent Equity Advisors, Inc. | 0.19% | No change | 10,906 | $215K |
| Truist Financial Corp. | 0.00% | Reduce -4.7% | 10,829 | $214K |
| Capital Investment Advisors, LLC | 0.00% | No change | 10,282 | $203K |
| IFP Advisors, Inc | 0.01% | Reduce -5.2% | 9,866 | $195K |
| Whipplewood Advisors, LLC | 0.09% | Add +64130.8% | 8,350 | $165K |
| West Branch Capital LLC | 0.03% | No change | 5,911 | $117K |
| Thompson Investment Management, Inc. | 0.01% | New | 4,575 | $90K |
| Spire Wealth Management | 0.00% | No change | 4,146 | $82K |
"% of holder's portfolio" is EIPI's weight in each manager's 13F, not the share of FT Energy Income ETF the manager owns.