FT Energy Inc. Partners StratEIPXETF
13F holders, Q4 2025 (December 31)42holders +6
6new positions
1sold out
$26.44avg. 13F price*
At the end of Q4 2025, 42 institutions reported holding FT Energy Inc. Partners Strat (EIPX) in their 13F filings, up 6 from Q3 2025. 6 opened new positions and 1 sold out. The largest holders were Fiduciary Trust Co ($137.4M), AlTi Global, Inc. ($117.0M) and Cerity Partners OCIO LLC ($62.7M).
- Company
- FT Energy Inc. Partners Strat
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q4 2025)
- CUSIP
- 33739Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.5M |
| Exits | 1 | $305K |
All 13F filers, Q3 2025 → Q4 2025: 467,519 shares bought and 233,336 shares sold, net +234,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Fiduciary Trust Co | 1.56% | Reduce -2.6% | 5,195,978 | $137.4M |
| AlTi Global, Inc. | 2.51% | Add +0.8% | 4,423,773 | $117.0M |
| Cerity Partners OCIO LLC | 3.47% | Add +0.3% | 2,370,562 | $62.7M |
| LPL Financial LLC | 0.00% | Reduce -14.2% | 265,202 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 169,619 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 154,248 | $4.1M |
| Graney & King, LLC | 1.89% | Add +180.8% | 121,959 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +10.4% | 120,181 | $3.2M |
| Summit Trail Advisors, LLC | 0.05% | Add +5.3% | 116,005 | $3.1M |
| Eastern Bank | 0.05% | New | 100,845 | $2.7M |
| Cwm, LLC | 0.01% | Add +3.5% | 99,315 | $2.6M |
| SCS Capital Management LLC | 0.02% | No change | 83,600 | $2.2M |
| Arax Advisory Partners | 0.05% | New | 68,658 | $1.8M |
| HBW Advisory Services LLC | 0.14% | Add +526.1% | 49,626 | $1.3M |
| Marshall Investment Management, LLC | 0.63% | Add +1.8% | 47,651 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -17.2% | 41,991 | $1.1M |
| UBS Group AG | 0.00% | Add +0.4% | 37,874 | $1.0M |
| Modern Wealth Management, LLC | 0.02% | Add +34.6% | 31,992 | $846K |
| Legacy Wealth Managment, LLC | 0.39% | Add +68.0% | 30,737 | $813K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 26,790 | $708K |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.7% | 26,028 | $688K |
| StoneX Group Inc. | 0.03% | New | 24,771 | $655K |
| OneDigital Investment Advisors LLC | 0.01% | New | 24,656 | $652K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.0% | 21,483 | $568K |
| CVA Family Office, LLC | 0.06% | Add +0.8% | 20,507 | $542K |
| Private Advisor Group, LLC | 0.00% | Add +2.9% | 17,498 | $463K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 17,312 | $458K |
| Flow Traders U.S. LLC | 0.01% | Reduce -19.2% | 17,170 | $454K |
| Jane Street Group, LLC | 0.00% | Reduce -32.1% | 17,159 | $454K |
| Sigma Planning Corp | 0.01% | Reduce -3.3% | 13,850 | $366K |
| Royal Bank of Canada | 0.00% | Add +29.7% | 12,456 | $329K |
| Van Diest Capital, LLC | 0.34% | — | 8,529 | $226K |
| Morgan Stanley | 0.00% | Add +0.0% | 8,315 | $220K |
| Global Retirement Partners, LLC | 0.00% | No change | 5,208 | $138K |
| IFP Advisors, Inc | 0.00% | Reduce -80.9% | 4,015 | $106K |
| Private Trust Co. NA | 0.00% | Add +12.2% | 1,382 | $37K |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.5% | 831 | $22K |
| Kestra Advisory Services, LLC | 0.00% | New | 801 | $21K |
| Comerica Bank | 0.00% | No change | 800 | $21K |
| West Branch Capital LLC | 0.00% | Reduce -50.0% | 520 | $14K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 137 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $35 |
"% 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.