FT Energy Inc. Partners StratEIPXETF
13F holders, Q1 2025 (March 31)39holders +9
12new positions
1sold out
$26.03avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding FT Energy Inc. Partners Strat (EIPX) in their 13F filings, up 9 from Q4 2024. 12 opened new positions and 1 sold out. The largest holders were Fiduciary Trust Co ($140.5M), AlTi Global, Inc. ($106.6M) and Cerity Partners OCIO LLC ($62.5M).
- Company
- FT Energy Inc. Partners Strat
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2025)
- CUSIP
- 33739Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $8.4M |
| Exits | 1 | $233K |
All 13F filers, Q4 2024 → Q1 2025: 814,553 shares bought and 114,507 shares sold, net +700,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Fiduciary Trust Co | 1.84% | Add +0.0% | 5,394,874 | $140.5M |
| AlTi Global, Inc. | 2.80% | Add +7.5% | 4,093,723 | $106.6M |
| Cerity Partners OCIO LLC | 3.54% | No change | 2,400,565 | $62.5M |
| LPL Financial LLC | 0.00% | Add +58.5% | 334,836 | $8.7M |
| Private Advisor Group, LLC | 0.05% | Add +0.5% | 334,326 | $8.7M |
| Cresset Asset Management, LLC | 0.04% | Reduce -17.3% | 309,928 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 180,859 | $4.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 173,426 | $4.5M |
| Summit Trail Advisors, LLC | 0.09% | Add +4.2% | 103,252 | $2.7M |
| Rock Creek Group LLC | 0.30% | Add +100.0% | 105,910 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.0% | 96,255 | $2.5M |
| SCS Capital Management LLC | 0.03% | New | 83,600 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | New | 74,101 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.8% | 54,254 | $1.4M |
| Arax Advisory Partners | 0.08% | Add +4.0% | 50,133 | $1.3M |
| Marshall Investment Management, LLC | 0.65% | New | 40,412 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Add +22.5% | 23,798 | $620K |
| IFP Advisors, Inc | 0.02% | Add +3.0% | 22,081 | $575K |
| Virtue Capital Management, LLC | 0.06% | New | 20,870 | $544K |
| Garden State Investment Advisory Services LLC | 0.17% | New | 20,150 | $525K |
| CVA Family Office, LLC | 0.08% | Reduce -21.6% | 20,003 | $521K |
| Old Mission Capital LLC | 0.01% | New | 18,771 | $489K |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.0% | 16,660 | $434K |
| Flow Traders U.S. LLC | 0.02% | New | 16,378 | $427K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 15,202 | $396K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 14,976 | $390K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.7% | 14,695 | $383K |
| Jane Street Group, LLC | 0.00% | New | 12,454 | $324K |
| Legacy Wealth Managment, LLC | 0.23% | Add +13.3% | 12,228 | $319K |
| Prosperity Wealth Management, Inc. | 0.15% | Reduce -10.3% | 12,213 | $318K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 11,837 | $308K |
| Royal Bank of Canada | 0.00% | Reduce -63.4% | 11,131 | $290K |
| UBS Group AG | 0.00% | Reduce -3.0% | 9,545 | $249K |
| Sigma Planning Corp | 0.01% | New | 8,748 | $228K |
| Morgan Stanley | 0.00% | Add +102.9% | 3,551 | $93K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,077 | $28K |
| Comerica Bank | 0.00% | No change | 600 | $16K |
| AE Wealth Management LLC | 0.00% | New | 299 | $8K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 134 | $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.