FT Energy Income ETFEIPIETF

13F holders, Q4 2025 (December 31)
141holders +4
11new positions
12sold out
2famous investors
$19.87avg. 13F price*

At the end of Q4 2025, 141 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($52.9M), Arvest Bank Trust Division ($32.7M) and LPL Financial LLC ($22.7M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
FT Energy Income ETF
Filed as
FIRST TR EXCHNG TRADED FD VI (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$46.5M
Exits12$1.2M

All 13F filers, Q3 2025 → Q4 2025: 2,917,695 shares bought and 438,295 shares sold, net +2,479,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

Morgan Stanley 0.00% Add +3.7% 2,660,795 $52.9M
Arvest Bank Trust Division 1.77% New 1,646,342 $32.7M
LPL Financial LLC 0.01% Add +8.4% 1,141,886 $22.7M
Coastal Bridge Advisors, LLC 1.47% Add +2.5% 992,672 $19.7M
UBS Group AG 0.00% Reduce -4.1% 873,899 $17.4M
Modern Wealth Management, LLC 0.30% Reduce -0.8% 826,793 $16.4M
Wealthspire Advisors, LLC 0.13% Reduce -3.5% 826,246 $16.4M
Royal Bank of Canada 0.00% Reduce -2.2% 737,674 $14.7M
Arvest Investments, Inc. 1.56% New 557,941 $11.1M
Raymond James Financial Inc. 0.00% Add +44.7% 431,196 $8.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -0.5% 304,814 $6.1M
Osaic Holdings, Inc. 0.01% Add +4.0% 271,552 $5.4M
Summit Financial, LLC 0.06% Add +0.0% 219,946 $4.4M
LongView Wealth Management 1.04% Add +0.8% 216,430 $4.3M
Paller Financial Services Inc 2.87% — 180,082 $3.6M
Cetera Investment Advisers 0.00% Add +0.1% 163,350 $3.2M
Z3 Capital Partners, LLC 0.75% — 157,644 $3.1M
Sowell Financial Services LLC 0.11% Reduce -4.0% 149,738 $3.0M
Wells Fargo & Company 0.00% Add +185.8% 148,661 $3.0M
Cambridge Advisors Inc. 0.55% Add +3.0% 145,665 $2.9M
Retirement Planning Co of New England, Inc. 1.15% Add +1.0% 144,489 $2.9M
Nottingham Advisors, Inc. 0.36% Add +0.8% 128,879 $2.6M
Stifel Financial Corp. 0.00% Add +6.8% 128,813 $2.6M
Kingsview Wealth Management, LLC 0.04% Reduce -2.1% 125,047 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.6% 113,746 $2.3M
NWF Advisory Services Inc. 0.24% Add +4.9% 108,809 $2.2M
Community Bank, N.A. 0.23% No change 100,000 $2.0M
Brown Brothers Harriman & Co. 0.01% Reduce -2.1% 94,388 $1.9M
Winebrenner Capital Management LLC 1.09% Reduce -3.6% 82,337 $1.6M
Kingswood Wealth Advisors, LLC 0.08% Reduce -0.2% 79,370 $1.6M
Mystic Asset Management, Inc. 0.35% Reduce -2.4% 77,830 $1.5M
D.A. Davidson & Co. 0.01% Reduce -16.2% 77,769 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +3.1% 72,218 $1.4M
Altfest L J & Co. Inc. 0.15% Add +0.7% 70,481 $1.4M
Strait & Sound Wealth Management LLC 0.52% Reduce -1.8% 70,160 $1.4M
Lanark Financial, Inc. 0.09% Add +6.8% 62,831 $1.2M
Magnus Financial Group LLC 0.09% No change 62,071 $1.2M
CoreCap Advisors, LLC 0.04% Add +0.7% 58,367 $1.2M
Cresset Asset Management, LLC 0.00% No change 54,428 $1.1M
Proficio Capital Partners LLC 0.07% New 51,420 $1.0M
Mgo One Seven LLC 0.02% Reduce -4.9% 48,951 $973K
AlTi Global, Inc. 0.02% No change 47,998 $954K
Private Advisor Group, LLC 0.00% Add +0.8% 47,730 $948K
Formidable Asset Management, LLC 0.14% Reduce -13.5% 47,485 $941K
OneAscent Family Office, LLC 0.60% Add +72.0% 44,890 $892K
Oppenheimer & Co. Inc. 0.01% Reduce -3.5% 44,721 $889K
NewEdge Advisors, LLC 0.00% Add +12.9% 43,775 $870K
OneDigital Investment Advisors LLC 0.01% Reduce -4.5% 42,554 $846K
Stephens Inc. 0.01% Reduce -3.5% 40,960 $814K
MAI Capital Management 0.00% Add +1.8% 40,573 $806K
Kestra Advisory Services, LLC 0.00% Reduce -4.2% 37,619 $747K
Steward Partners Investment Advisory, LLC 0.00% Add +7.3% 37,409 $743K
WESPAC Advisors, LLC 0.36% Reduce -11.4% 33,031 $656K
Latash Investments, LLC 0.43% No change 32,168 $639K
Old Mission Capital LLC 0.02% Reduce -29.5% 31,964 $635K
Moors & Cabot, Inc. 0.03% Add +3.7% 30,825 $612K
IHT Wealth Management, LLC 0.01% Add +15.0% 29,467 $586K
Cohen & Steers, Inc. 0.00% No change 28,937 $575K
Smith, Moore & Co. 0.04% Add +10.3% 27,115 $539K
Closed-End Fund Advisors, Inc. 0.30% — 25,347 $504K
Susquehanna International Group, LLP 0.00% Reduce -75.0% 25,270 $502K
HighTower Advisors, LLC 0.00% Add +2.1% 25,168 $500K
Koshinski Asset Management, Inc. 0.03% Reduce -0.6% 25,073 $498K
Fisher Asset Management 0.00% New 25,041 $498K
Orion Porfolio Solutions, LLC 0.00% Add +12.8% 21,940 $436K
Puff Wealth Management, LLC 0.56% Add +1.6% 21,411 $430K
Armor Investment Advisors, LLC 0.15% Reduce -13.2% 20,871 $415K
Global Retirement Partners, LLC 0.01% Add +10017.3% 20,437 $406K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.3% 20,383 $405K
Janney Montgomery Scott LLC 0.00% Reduce -19.4% 20,207 $402K
Comerica Bank 0.00% Reduce -19.7% 19,945 $396K
Inscription Capital, LLC 0.04% New 19,829 $394K
Kestra Private Wealth Services, LLC 0.00% Add +12.2% 19,770 $393K
Stratos Wealth Partners, LTD. 0.00% Add +0.9% 19,518 $388K
Icon Wealth Advisors, LLC 0.03% Reduce -2.4% 19,363 $385K
CreativeOne Wealth, LLC 0.01% Reduce -21.4% 18,791 $373K
Kovack Advisors, Inc. 0.02% Add +34.3% 17,568 $349K
Concurrent Investment Advisors, LLC 0.00% Add +7.8% 17,010 $338K
Ameritas Advisory Services, LLC 0.01% Reduce -49.5% 16,911 $336K
Prospera Financial Services Inc 0.01% Reduce -80.3% 16,909 $336K
Cambria Investment Management, L.P. 0.02% Reduce -19.8% 16,858 $335K
Empowered Funds, LLC 0.01% Reduce -19.8% 16,858 $335K
Mariner, LLC 0.00% Add +1.1% 16,500 $328K
Fairman Group, LLC 0.25% No change 15,709 $312K
Fiduciary Alliance LLC 0.02% No change 15,449 $307K
Whitener Capital Management, Inc. 0.07% Reduce -11.4% 15,333 $305K
Bank of New York Mellon Corp 0.00% New 15,103 $300K
Belpointe Asset Management LLC 0.01% Reduce -3.4% 14,849 $295K
Capital Advisors Wealth Management, LLC 0.04% Add +1.9% 14,593 $290K
Pathstone Holdings, LLC 0.00% Reduce -18.1% 14,524 $289K
AQR Capital Management 0.00% No change 14,433 $287K
CIBC Private Wealth Group LLC 0.00% Reduce -1.8% 13,891 $276K
Sigma Planning Corp 0.01% Add +13.1% 13,782 $274K
Benjamin Edwards Inc. 0.00% New 13,482 $268K
Financial Network Wealth Advisors LLC 0.25% Add +1403.9% 12,212 $243K
Elevation Point Wealth Partners, LLC 0.01% No change 12,000 $238K
Vestmark Advisory Solutions, Inc. 0.00% No change 12,000 $238K
Rockefeller Capital Management L.P. 0.00% Reduce -33.0% 11,607 $231K
Advisory Services Network, LLC 0.00% No change 11,318 $225K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -0.1% 11,087 $220K

"% 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 141 holders