FT Energy Income ETFEIPIETF

13F holders, Q1 2026 (March 31)
151holders +10
19new positions
8sold out
1famous investor
$22.47avg. 13F price*

At the end of Q1 2026, 151 institutions reported holding FT Energy Income ETF (EIPI) in their 13F filings, up 10 from Q4 2025. 19 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($61.8M), Arvest Bank Trust Division ($41.2M) and LPL Financial LLC ($28.9M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions19$4.1M
Exits8$3.3M

All 13F filers, Q4 2025 → Q1 2026: 1,450,123 shares bought and 549,292 shares sold, net +900,831 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

Morgan Stanley 0.00% Add +3.3% 2,747,577 $61.8M
Arvest Bank Trust Division 2.24% Add +11.2% 1,830,850 $41.2M
LPL Financial LLC 0.01% Add +12.3% 1,282,820 $28.9M
Coastal Bridge Advisors, LLC 1.61% Add +2.0% 1,012,885 $22.8M
UBS Group AG 0.00% Add +2.1% 892,365 $20.1M
Royal Bank of Canada 0.00% Add +9.5% 807,830 $18.2M
Modern Wealth Management, LLC 0.31% Reduce -2.7% 804,177 $17.9M
Wealthspire Advisors, LLC 0.14% Reduce -6.3% 774,453 $17.4M
Raymond James Financial Inc. 0.00% Add +54.6% 666,585 $15.0M
Arvest Investments, Inc. 1.89% Add +10.3% 615,200 $13.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 301,421 $6.8M
Osaic Holdings, Inc. 0.01% Add +3.7% 281,678 $6.3M
Wells Fargo & Company 0.00% Add +53.3% 227,871 $5.1M
Summit Financial, LLC 0.06% Add +1.4% 222,932 $5.0M
Paller Financial Services Inc 3.35% Reduce -0.1% 179,962 $4.0M
Cetera Investment Advisers 0.00% Add +7.4% 175,496 $3.9M
Z3 Capital Partners, LLC 0.88% Reduce -1.6% 155,056 $3.5M
Cambridge Advisors Inc. 0.64% Add +0.5% 146,390 $3.3M
Retirement Planning Co of New England, Inc. 1.33% Add +0.6% 145,299 $3.3M
Nottingham Advisors, Inc. 0.41% Add +8.8% 140,217 $3.2M
Sowell Financial Services LLC 0.12% Reduce -6.6% 139,885 $3.1M
NWF Advisory Services Inc. 0.35% Add +26.8% 137,939 $3.1M
Stifel Financial Corp. 0.00% Reduce -0.7% 127,905 $2.9M
Kingsview Wealth Management, LLC 0.04% Reduce -0.3% 124,733 $2.8M
Susquehanna International Group, LLP 0.00% Add +350.1% 113,728 $2.6M
LongView Wealth Management 0.59% Reduce -50.8% 106,599 $2.4M
Community Bank, N.A. 0.27% No change 100,000 $2.2M
Kestra Advisory Services, LLC 0.01% Add +156.7% 96,569 $2.2M
Kingswood Wealth Advisors, LLC 0.10% Add +16.6% 92,534 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -27.8% 82,172 $1.8M
Winebrenner Capital Management LLC 1.18% Reduce -0.8% 81,659 $1.8M
Mystic Asset Management, Inc. 0.40% Reduce -2.0% 76,302 $1.7M
Brown Brothers Harriman & Co. 0.01% Reduce -19.2% 76,248 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -0.8% 71,611 $1.6M
Altfest L J & Co. Inc. 0.17% Add +1.2% 71,300 $1.6M
Strait & Sound Wealth Management LLC 0.60% Reduce -0.7% 69,699 $1.6M
D.A. Davidson & Co. 0.01% Reduce -12.7% 67,918 $1.5M
Legacy Financial Independent Advisors LLC 0.72% — 61,316 $1.4M
Magnus Financial Group LLC 0.11% Reduce -2.0% 60,814 $1.4M
CoreCap Advisors, LLC 0.05% Add +1.5% 59,218 $1.3M
Cresset Asset Management, LLC 0.01% No change 54,428 $1.2M
OneAscent Family Office, LLC 0.80% Add +13.7% 51,039 $1.1M
Mgo One Seven LLC 0.02% Reduce -0.0% 48,936 $1.1M
AlTi Global, Inc. 0.02% No change 47,998 $1.1M
Private Advisor Group, LLC 0.01% Add +0.5% 47,953 $1.1M
NewEdge Advisors, LLC 0.00% Add +8.0% 47,279 $1.1M
Oppenheimer & Co. Inc. 0.01% Reduce -4.2% 42,842 $964K
OneDigital Investment Advisors LLC 0.01% Add +0.0% 42,564 $957K
Formidable Asset Management, LLC 0.14% Reduce -1.1% 46,944 $933K
Bank of New York Mellon Corp 0.00% Add +173.7% 41,335 $930K
Steward Partners Investment Advisory, LLC 0.00% Add +9.3% 40,887 $920K
MAI Capital Management 0.01% Reduce -0.2% 40,506 $911K
Orion Porfolio Solutions, LLC 0.01% Add +76.5% 38,727 $871K
Rockefeller Capital Management L.P. 0.00% Add +229.5% 38,249 $860K
Latash Investments, LLC 0.56% No change 32,168 $723K
Moors & Cabot, Inc. 0.03% Add +2.9% 31,732 $714K
WESPAC Advisors, LLC 0.37% Reduce -8.1% 30,368 $683K
IHT Wealth Management, LLC 0.02% Add +2.0% 30,067 $676K
Redhawk Wealth Advisors, Inc. 0.07% New 28,782 $647K
Smith, Moore & Co. 0.05% Add +2.7% 27,856 $626K
Belpointe Asset Management LLC 0.02% Add +81.6% 26,961 $606K
Koshinski Asset Management, Inc. 0.04% Add +0.3% 25,148 $566K
HighTower Advisors, LLC 0.00% Reduce -0.7% 24,994 $562K
Inscription Capital, LLC 0.05% Add +14.3% 22,667 $510K
Concurrent Investment Advisors, LLC 0.01% Add +32.4% 22,528 $507K
Armor Investment Advisors, LLC 0.16% Reduce -2.6% 20,336 $457K
Fifth Third Bancorp 0.00% Add +100980.0% 20,216 $455K
Kestra Private Wealth Services, LLC 0.01% Add +1.1% 19,995 $450K
Kovack Advisors, Inc. 0.02% Add +9.6% 19,245 $430K
International Assets Investment Management, LLC 0.03% New 18,625 $415K
Closed-End Fund Advisors, Inc. 0.41% Reduce -28.4% 18,135 $408K
Icon Wealth Advisors, LLC 0.03% Reduce -6.5% 18,104 $408K
CreativeOne Wealth, LLC 0.01% Reduce -6.9% 17,490 $393K
Prospera Financial Services Inc 0.01% Add +2.6% 17,353 $390K
Stratos Wealth Partners, LTD. 0.00% Reduce -12.1% 17,164 $386K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -16.0% 17,126 $385K
Ameritas Advisory Services, LLC 0.01% Add +0.3% 16,961 $381K
Mariner, LLC 0.00% Reduce -1.1% 16,325 $367K
Xcelsior Advisor Partners LLC 0.14% New 15,776 $355K
Fairman Group, LLC 0.30% No change 15,709 $353K
Cambria Investment Management, L.P. 0.02% Reduce -6.9% 15,688 $353K
Empowered Funds, LLC 0.00% Reduce -6.9% 15,688 $353K
Fiduciary Alliance LLC 0.02% No change 15,449 $341K
Capital Advisors Wealth Management, LLC 0.04% Add +1.7% 14,845 $334K
Pathstone Holdings, LLC 0.00% Add +1.7% 14,769 $332K
AQR Capital Management 0.00% No change 14,433 $325K
Whitener Capital Management, Inc. 0.07% Reduce -6.7% 14,303 $322K
MML Investors Services, LLC 0.00% New 14,177 $319K
Equitable Holdings, Inc. 0.00% New 13,268 $298K
Sigma Planning Corp 0.01% Reduce -4.0% 13,230 $298K
CIBC Bancorp USA Inc. 0.00% — 13,126 $295K
Stephens Inc. 0.00% Reduce -68.0% 13,087 $294K
Financial Network Wealth Advisors LLC 0.29% Add +4.7% 12,785 $288K
Harbour Investments, Inc. 0.00% Add +469.6% 12,218 $275K
Fortis Capital Advisors, LLC 0.04% New 12,112 $272K
Elevation Point Wealth Partners, LLC 0.01% No change 12,000 $270K
Vestmark Advisory Solutions, Inc. 0.00% No change 12,000 $270K
Jane Street Group, LLC 0.00% New 11,986 $270K
Benjamin Edwards Inc. 0.00% Reduce -12.6% 11,790 $265K
Advisory Services Network, LLC 0.00% No change 11,318 $255K

"% 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 151 holders