FT Energy Inc. Partners StratEIPXETF
13F holders, Q4 2024 (December 31)30holders +3
6new positions
3sold out
$24.53avg. 13F price*
At the end of Q4 2024, 30 institutions reported holding FT Energy Inc. Partners Strat (EIPX) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Fiduciary Trust Co ($132.2M), AlTi Global, Inc. ($93.5M) and Cerity Partners OCIO LLC ($58.8M).
- Company
- FT Energy Inc. Partners Strat
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2024)
- CUSIP
- 33739Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.2M |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2024 → Q4 2024: 578,792 shares bought and 89,853 shares sold, net +488,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Fiduciary Trust Co | 1.75% | Add +0.7% | 5,394,797 | $132.2M |
| AlTi Global, Inc. | 2.26% | Add +9.9% | 3,809,331 | $93.5M |
| Cerity Partners OCIO LLC | 3.90% | Reduce -1.0% | 2,400,565 | $58.8M |
| Cresset Asset Management, LLC | 0.04% | Add +2.7% | 374,723 | $9.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.6% | 332,607 | $8.2M |
| LPL Financial LLC | 0.00% | Add +7.0% | 211,195 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 185,659 | $4.6M |
| Raymond James Financial Inc. | 0.00% | — | 171,004 | $4.2M |
| Summit Trail Advisors, LLC | 0.09% | Add +29.0% | 99,142 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.2% | 97,245 | $2.4M |
| Rock Creek Group LLC | 0.15% | No change | 52,955 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.4% | 54,667 | $1.3M |
| Arax Advisory Partners | 0.07% | New | 48,209 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 30,393 | $745K |
| CVA Family Office, LLC | 0.10% | Add +0.8% | 25,505 | $625K |
| IFP Advisors, Inc | 0.02% | New | 21,442 | $526K |
| Modern Wealth Management, LLC | 0.02% | New | 19,424 | $476K |
| Envestnet Asset Management Inc. | 0.00% | New | 14,836 | $364K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,791 | $363K |
| Prosperity Wealth Management, Inc. | 0.14% | Add +10.7% | 13,613 | $334K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,990 | $294K |
| Legacy Investment Solutions, LLC | 0.18% | Add +135.2% | 10,795 | $277K |
| Legacy Wealth Managment, LLC | 0.18% | Add +135.2% | 10,795 | $277K |
| UBS Group AG | 0.00% | Reduce -0.5% | 9,843 | $241K |
| Corient Private Wealth LP | 0.00% | No change | 9,518 | $233K |
| Global Retirement Partners, LLC | 0.00% | Reduce -25.7% | 5,208 | $128K |
| Morgan Stanley | 0.00% | Add +87400.0% | 1,750 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.2% | 1,077 | $26K |
| Comerica Bank | 0.00% | No change | 600 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 133 | $3K |
"% 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.