EIPI Institutional Ownership
FT Energy Income Partners Enhanced Income ETF
1W: -0.1%
1M: -5.7%
3M: -0.8%
YTD: +8.8%
1Y: +10.5%
$21.61
+0.17 (+0.79%)
Weekly Expected Move ±1.3%
$21
$21
$22
$22
$22
Overview
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Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — EIPI
179
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
390M
Total Invested
30
New Positions
56
Increased
65
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (187 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,766,909 | $60M | +19,332 | +0.7% | 9Q | SEC ↗ |
| 2 | Arvest Bank Trust Division | 1,760,193 | $38M | -70,657 | -3.9% | 3Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,284,660 | $28M | +1,840 | +0.1% | 9Q | SEC ↗ |
| 4 | Coastal Bridge Advisors, LLC | 1,023,734 | $22M | +10,849 | +1.1% | 9Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 917,037 | $20M | +109,207 | +13.5% | 9Q | SEC ↗ |
| 6 | UBS Group AG | 886,810 | $19M | -5,555 | -0.6% | 9Q | SEC ↗ |
| 7 | Modern Wealth Management, LLC | 809,233 | $17M | +5,056 | +0.6% | 7Q | SEC ↗ |
| 8 | Wealthspire Advisors, LLC | 727,590 | $16M | -46,863 | -6.1% | 9Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 683,567 | $15M | +16,982 | +2.5% | 7Q | SEC ↗ |
| 10 | ARVEST INVESTMENTS, INC. | 610,463 | $13M | -4,737 | -0.8% | 3Q | SEC ↗ |
| 11 | STIFEL FINANCIAL CORP | 444,159 | $10M | +316,254 | +247.3% | 9Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 319,994 | $7M | +38,316 | +13.6% | 9Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 301,151 | $7M | -270 | -0.1% | 9Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 275,480 | $6M | +47,609 | +20.9% | 9Q | SEC ↗ |
| 15 | Summit Financial, LLC | 215,192 | $5M | -7,740 | -3.5% | 4Q | SEC ↗ |
| 16 | HB Wealth Management, LLC NEW | 208,232 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Triad Wealth Partners, LLC NEW | 186,543 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Paller Financial Services Inc | 173,202 | $4M | -6,760 | -3.8% | 3Q | SEC ↗ |
| 19 | Z3 Capital Partners, LLC | 154,621 | $3M | -435 | -0.3% | 3Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 147,894 | $3M | -27,602 | -15.7% | 9Q | SEC ↗ |
| 21 | Retirement Planning Co of New England, | 146,441 | $3M | +1,142 | +0.8% | 9Q | SEC ↗ |
| 22 | Cambridge Advisors Inc. | 142,258 | $3M | -4,132 | -2.8% | 9Q | SEC ↗ |
| 23 | NOTTINGHAM ADVISORS, INC. | 140,901 | $3M | +684 | +0.5% | 9Q | SEC ↗ |
| 24 | NWF Advisory Services Inc. | 136,989 | $3M | -950 | -0.7% | 6Q | SEC ↗ |
| 25 | Sowell Financial Services LLC | 133,949 | $3M | -5,936 | -4.2% | 9Q | SEC ↗ |
| 26 | Kingsview Wealth Management, LLC | 124,882 | $3M | +149 | +0.1% | 9Q | SEC ↗ |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 103,840 | $2M | -9,888 | -8.7% | 6Q | SEC ↗ |
| 28 | Community Bank, N.A. | 100,000 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 94,728 | $2M | -1,841 | -1.9% | 7Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC NEW | 87,974 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 85,686 | $2M | +3,514 | +4.3% | 9Q | SEC ↗ |
| 32 | KINGSWOOD WEALTH ADVISORS, LLC | 84,836 | $2M | -7,698 | -8.3% | 8Q | SEC ↗ |
| 33 | OneAscent Family Office, LLC | 83,379 | $2M | +32,340 | +63.4% | 4Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 77,672 | $2M | +36,337 | +87.9% | 3Q | SEC ↗ |
| 35 | WINEBRENNER CAPITAL MANAGEMENT LLC | 77,193 | $2M | -4,466 | -5.5% | 7Q | SEC ↗ |
| 36 | Mystic Asset Management, Inc. | 75,778 | $2M | -524 | -0.7% | 9Q | SEC ↗ |
| 37 | ALTFEST L J & CO INC | 73,640 | $2M | +2,340 | +3.3% | 9Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 73,415 | $2M | +1,804 | +2.5% | 9Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 73,129 | $2M | +58,952 | +415.8% | 2Q | SEC ↗ |
| 40 | Strait & Sound Wealth Management LLC | 69,473 | $2M | -226 | -0.3% | 9Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 67,747 | $1M | -171 | -0.3% | 9Q | SEC ↗ |
| 42 | Magnus Financial Group LLC | 60,865 | $1M | +51 | +0.1% | 9Q | SEC ↗ |
| 43 | CoreCap Advisors, LLC | 58,745 | $1M | -473 | -0.8% | 9Q | SEC ↗ |
| 44 | LEGACY FINANCIAL INDEPENDENT ADVISORS | 54,170 | $1M | -7,146 | -11.7% | 2Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 53,307 | $1M | +5,354 | +11.2% | 9Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 51,380 | $1M | +4,101 | +8.7% | 9Q | SEC ↗ |
| 47 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 49,996 | $1M | +32,870 | +191.9% | 9Q | SEC ↗ |
| 48 | MGO ONE SEVEN LLC | 49,089 | $1M | +153 | +0.3% | 9Q | SEC ↗ |
| 49 | Chevy Chase Trust Holdings, LLC NEW | 48,449 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 50 | AlTi Global, Inc. | 47,998 | $1M | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| HB Wealth Management, LLC | 208,232 | $4M |
| Triad Wealth Partners, LLC | 186,543 | $4M |
| ENVESTNET ASSET MANAGEMENT INC | 87,974 | $2M |
| Chevy Chase Trust Holdings, LLC | 48,449 | $1M |
| OLD MISSION CAPITAL LLC | 25,843 | $558K |
| Brookstone Capital Management | 23,927 | $517K |
| PUFF WEALTH MANAGEMENT, LLC | 22,030 | $476K |
| Global Retirement Partners, LLC | 20,385 | $441K |
| Janney Montgomery Scott LLC | 19,798 | $428K |
| Aptus Capital Advisors, LLC | 6,949 | $150K |
| Allied Private Wealth LLC | 4,858 | $105K |
| Quantum Portfolio Management LLC | 4,849 | $105K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,749 | $81K |
| PRIVATE TRUST CO NA | 2,880 | $62K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,794 | $60K |
| IFG Advisory, LLC | 1,450 | $31K |
| First Bancorp, Inc /ME | 1,205 | $26K |
| Integrated Wealth Concepts LLC | 1,151 | $25K |
| FIDUCIARY FINANCIAL ADVISORS | 869 | $19K |
| ROGCO, LP | 795 | $17K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LongView Wealth Management | 106,599 | $2M |
| Proficio Capital Partners LLC | 51,420 | $1M |
| COHEN & STEERS, INC. | 28,937 | $625K |
| Redhawk Wealth Advisors, Inc. | 28,782 | $622K |
| Fisher Asset Management, LLC | 25,041 | $541K |
| STEPHENS INC /AR | 13,087 | $283K |
| JANE STREET GROUP, LLC | 11,986 | $259K |
| &PARTNERS | 9,179 | $198K |
| Capital Investment Advisors, LLC | 8,998 | $194K |
| WHITTIER TRUST CO OF NEVADA INC | 8,980 | $194K |
| Whipplewood Advisors, LLC | 8,350 | $180K |
| BANK OF AMERICA CORP /DE | 6,929 | $150K |
| Western Wealth Management, LLC | 6,903 | $149K |
| Daytona Street Capital LLC | 2,490 | $54K |
| Legacy Wealth Managment, LLC/ID | 1,905 | $41K |
| N.E.W. Advisory Services LLC | 1,879 | $41K |
| Nvest Wealth Strategies, Inc. | 789 | $17K |
| Scarborough Advisors, LLC | 682 | $15K |
| IFC & Insurance Marketing, Inc. | 171 | $4K |