FT Energy Inc. Partners StratEIPXETF
13F holders, Q2 2026 (June 30)57holders +8
10new positions
2sold out
$31.30avg. 13F price*
At the end of Q2 2026, 57 institutions reported holding FT Energy Inc. Partners Strat (EIPX) in their 13F filings, up 8 from Q1 2026. 10 opened new positions and 2 sold out. The largest holders were AlTi Global, Inc. ($154.4M), Fiduciary Trust Co ($153.8M) and Cerity Partners OCIO LLC ($73.0M).
- Company
- FT Energy Inc. Partners Strat
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q2 2026)
- CUSIP
- 33739Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.3M |
| Exits | 2 | $349K |
All 13F filers, Q1 2026 → Q2 2026: 609,551 shares bought and 237,523 shares sold, net +372,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| AlTi Global, Inc. | 3.19% | Add +6.3% | 4,931,716 | $154.4M |
| Fiduciary Trust Co | 1.67% | Reduce -2.6% | 4,912,761 | $153.8M |
| Cerity Partners OCIO LLC | 3.70% | Reduce -1.6% | 2,333,859 | $73.0M |
| LPL Financial LLC | 0.00% | Reduce -2.7% | 317,542 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 247,310 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 185,481 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.11% | Add +13.4% | 182,710 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +13.3% | 182,005 | $5.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.4% | 114,087 | $3.6M |
| Eastern Bank | 0.05% | Add +24.7% | 98,217 | $3.1M |
| Summit Trail Advisors, LLC | 0.04% | Add +3.6% | 91,619 | $2.9M |
| SCS Capital Management LLC | 0.02% | No change | 83,600 | $2.6M |
| Arax Advisory Partners | 0.01% | Add +3.6% | 71,332 | $2.2M |
| Marshall Investment Management, LLC | 0.86% | Add +30.1% | 65,788 | $2.1M |
| Tounjian Advisory Partners, LLC | 0.86% | New | 64,012 | $2.0M |
| Cetera Investment Advisers | 0.00% | New | 61,452 | $1.9M |
| HBW Advisory Services LLC | 0.15% | Add +1.7% | 52,063 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.8% | 49,236 | $1.5M |
| UBS Group AG | 0.00% | Add +8.7% | 41,692 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 39,477 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.2% | 37,797 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.7% | 34,023 | $1.1M |
| Signal Advisors Wealth, LLC | 0.05% | New | 32,040 | $1.0M |
| Legacy Wealth Managment, LLC | 0.40% | Add +18.3% | 30,782 | $963K |
| StoneX Group Inc. | 0.04% | Add +13.7% | 29,306 | $917K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.6% | 28,461 | $891K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.7% | 28,267 | $885K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.6% | 27,794 | $870K |
| Morgan Stanley | 0.00% | Add +0.8% | 25,405 | $795K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.1% | 23,192 | $726K |
| CVA Family Office, LLC | 0.06% | Add +0.8% | 20,796 | $651K |
| Sigma Planning Corp | 0.02% | Add +30.8% | 20,508 | $642K |
| Private Advisor Group, LLC | 0.00% | Add +6.6% | 19,680 | $616K |
| Royal Bank of Canada | 0.00% | Reduce -46.6% | 19,456 | $609K |
| Jane Street Group, LLC | 0.00% | Reduce -52.4% | 18,152 | $568K |
| Van Diest Capital, LLC | 0.47% | Add +123.0% | 16,799 | $526K |
| Inscription Capital, LLC | 0.03% | Add +79.3% | 12,194 | $382K |
| US Bancorp \de | 0.00% | No change | 11,825 | $370K |
| MML Investors Services, LLC | 0.00% | Add +37.0% | 8,744 | $274K |
| D.A. Davidson & Co. | 0.00% | Add +0.9% | 8,503 | $266K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,323 | $229K |
| Holos Integrated Wealth LLC | 0.10% | Add +0.0% | 6,572 | $209K |
| Global Retirement Partners, LLC | 0.00% | — | 5,208 | $163K |
| Osaic Holdings, Inc. | 0.00% | Add +945.5% | 4,799 | $150K |
| IFP Advisors, Inc | 0.00% | Reduce -1.2% | 3,964 | $124K |
| Private Trust Co. NA | 0.00% | Add +37.7% | 1,903 | $60K |
| Daytona Street Capital LLC | 0.04% | New | 2,490 | $55K |
| AE Wealth Management LLC | 0.00% | New | 1,454 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,291 | $40K |
| Fifth Third Bancorp | 0.00% | No change | 800 | $25K |
| Wells Fargo & Company | 0.00% | Add +65800.0% | 659 | $21K |
| Franklin Resources Inc. | 0.00% | No change | 403 | $13K |
| Abound Wealth Management | 0.00% | New | 380 | $12K |
| Front Row Advisors LLC | 0.00% | New | 342 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 279 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 139 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 55 | $2K |
"% of holder's portfolio" is EIPX's weight in each manager's 13F, not the share of FT Energy Inc. Partners Strat the manager owns.