FT Energy Inc. Partners StratEIPXETF
13F holders, Q1 2026 (March 31)49holders +7
12new positions
3sold out
1famous investor
$32.16avg. 13F price*
At the end of Q1 2026, 49 institutions reported holding FT Energy Inc. Partners Strat (EIPX) in their 13F filings, up 7 from Q4 2025. 12 opened new positions and 3 sold out. The largest holders were Fiduciary Trust Co ($162.2M), AlTi Global, Inc. ($149.1M) and Cerity Partners OCIO LLC ($76.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT Energy Inc. Partners Strat
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q1 2026)
- CUSIP
- 33739Q804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.8M |
| Exits | 3 | $489K |
All 13F filers, Q4 2025 → Q1 2026: 916,504 shares bought and 360,093 shares sold, net +556,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Fiduciary Trust Co | 1.92% | Reduce -2.9% | 5,044,605 | $162.2M |
| AlTi Global, Inc. | 3.24% | Add +4.8% | 4,637,146 | $149.1M |
| Cerity Partners OCIO LLC | 4.57% | No change | 2,370,562 | $76.2M |
| LPL Financial LLC | 0.00% | Add +23.1% | 326,424 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +59.6% | 246,148 | $7.9M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 176,847 | $5.7M |
| Elevation Point Wealth Partners, LLC | 0.12% | New | 161,129 | $5.2M |
| Vestmark Advisory Solutions, Inc. | 0.06% | New | 160,579 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -7.3% | 111,366 | $3.6M |
| Cwm, LLC | 0.01% | Add +10.7% | 109,930 | $3.5M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -23.8% | 88,414 | $2.8M |
| SCS Capital Management LLC | 0.03% | No change | 83,600 | $2.7M |
| Eastern Bank | 0.04% | Reduce -21.9% | 78,778 | $2.5M |
| Arax Advisory Partners | 0.06% | Add +0.3% | 68,849 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 56,454 | $1.8M |
| HBW Advisory Services LLC | 0.17% | Add +3.2% | 51,215 | $1.6M |
| Marshall Investment Management, LLC | 0.78% | Add +6.2% | 50,583 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +138.7% | 41,330 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.1% | 40,279 | $1.3M |
| UBS Group AG | 0.00% | Add +1.3% | 38,353 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +122.4% | 38,167 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +192.7% | 36,454 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Add +8.2% | 34,618 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.8% | 27,532 | $885K |
| Legacy Wealth Managment, LLC | 0.42% | Reduce -15.3% | 26,021 | $837K |
| StoneX Group Inc. | 0.04% | Add +4.1% | 25,785 | $829K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.5% | 25,366 | $816K |
| Morgan Stanley | 0.00% | Add +203.1% | 25,200 | $810K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +16.6% | 25,058 | $806K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.8% | 23,222 | $747K |
| CVA Family Office, LLC | 0.07% | Add +0.6% | 20,638 | $664K |
| Private Advisor Group, LLC | 0.00% | Add +5.5% | 18,462 | $594K |
| Sigma Planning Corp | 0.01% | Add +13.3% | 15,685 | $504K |
| US Bancorp \de | 0.00% | New | 11,825 | $380K |
| Citadel Advisors | 0.00% | New | 10,756 | $346K |
| D.A. Davidson & Co. | 0.00% | New | 8,425 | $271K |
| Van Diest Capital, LLC | 0.19% | Reduce -11.7% | 7,532 | $242K |
| Inscription Capital, LLC | 0.02% | New | 6,800 | $219K |
| Holos Integrated Wealth LLC | 0.11% | New | 6,570 | $212K |
| MML Investors Services, LLC | 0.00% | New | 6,382 | $205K |
| IFP Advisors, Inc | 0.00% | Reduce -0.1% | 4,013 | $129K |
| Private Trust Co. NA | 0.00% | No change | 1,382 | $44K |
| Fifth Third Bancorp | 0.00% | New | 800 | $26K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.8% | 459 | $15K |
| Franklin Resources Inc. | 0.00% | New | 403 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 138 | $4K |
| Graney & King, LLC | 0.00% | Reduce -99.9% | 98 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 55 | $2K |
| Wells Fargo & Company | 0.00% | No change | 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.