FT Energy Inc. Partners StratEIPXETF
13F holders, Q2 2025 (June 30)36holders −3
5new positions
9sold out
$25.63avg. 13F price*
At the end of Q2 2025, 36 institutions reported holding FT Energy Inc. Partners Strat (EIPX) in their 13F filings, down 3 from Q1 2025. 5 opened new positions and 9 sold out. The largest holders were Fiduciary Trust Co ($136.8M), AlTi Global, Inc. ($107.0M) and Cerity Partners OCIO LLC ($61.5M).
- Company
- FT Energy Inc. Partners Strat
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q2 2025)
- CUSIP
- 33739Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.4M |
| Exits | 9 | $13.7M |
All 13F filers, Q1 2025 → Q2 2025: 278,801 shares bought and 968,559 shares sold, net −689,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Fiduciary Trust Co | 1.68% | Reduce -1.0% | 5,338,530 | $136.8M |
| AlTi Global, Inc. | 2.68% | Add +1.9% | 4,173,401 | $107.0M |
| Cerity Partners OCIO LLC | 3.41% | No change | 2,400,565 | $61.5M |
| LPL Financial LLC | 0.00% | Add +1.2% | 338,710 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.4% | 169,327 | $4.3M |
| Stifel Financial Corp. | 0.00% | Reduce -15.7% | 146,134 | $3.7M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -1.9% | 101,324 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.9% | 98,110 | $2.5M |
| Cwm, LLC | 0.01% | New | 90,656 | $2.3M |
| SCS Capital Management LLC | 0.02% | No change | 83,600 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -10.3% | 66,467 | $1.7M |
| Arax Advisory Partners | 0.07% | Add +19.2% | 59,769 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.7% | 51,720 | $1.3M |
| UBS Group AG | 0.00% | Add +295.3% | 37,735 | $967K |
| Bank of America Corp. | 0.00% | New | 29,713 | $762K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.6% | 23,416 | $600K |
| IFP Advisors, Inc | 0.02% | Reduce -0.1% | 22,047 | $565K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +3.9% | 20,925 | $536K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +34.9% | 20,511 | $526K |
| CVA Family Office, LLC | 0.07% | Add +0.9% | 20,179 | $517K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 17,160 | $440K |
| Legacy Investment Solutions, LLC | 0.22% | — | 16,274 | $417K |
| Legacy Wealth Managment, LLC | 0.22% | Add +33.1% | 16,274 | $417K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 15,325 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 14,609 | $374K |
| Jane Street Group, LLC | 0.00% | Add +16.7% | 14,534 | $373K |
| Sigma Planning Corp | 0.01% | Add +62.4% | 14,208 | $364K |
| Royal Bank of Canada | 0.00% | Add +26.2% | 14,050 | $360K |
| HBW Advisory Services LLC | 0.04% | New | 12,344 | $316K |
| Private Advisor Group, LLC | 0.00% | Reduce -96.4% | 12,023 | $308K |
| Global Retirement Partners, LLC | 0.00% | — | 5,208 | $133K |
| Morgan Stanley | 0.00% | Reduce -38.6% | 2,179 | $56K |
| West Branch Capital LLC | 0.01% | New | 1,040 | $27K |
| Comerica Bank | 0.00% | Add +33.3% | 800 | $21K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.4% | 577 | $15K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 135 | $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.