EIPX Institutional Ownership
FT Energy Income Partners Strategy ETF
1W: +0.0%
1M: -6.1%
3M: +1.7%
YTD: +18.5%
1Y: +21.8%
3Y: +60.2%
$31.75
+0.20 (+0.63%)
Weekly Expected Move ±1.4%
$31
$31
$32
$32
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — EIPX
59
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
458M
Total Invested
11
New Positions
30
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (63 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AlTi Global, Inc. | 4,931,716 | $157M | +294,570 | +6.4% | 11Q | SEC ↗ |
| 2 | Fiduciary Trust Co | 4,912,761 | $156M | -131,844 | -2.6% | 15Q | SEC ↗ |
| 3 | Cerity Partners OCIO LLC | 2,333,859 | $74M | -36,703 | -1.5% | 9Q | SEC ↗ |
| 4 | LPL Financial LLC | 317,542 | $10M | -8,882 | -2.7% | 13Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 247,310 | $8M | +1,162 | +0.5% | 14Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 185,481 | $6M | +8,634 | +4.9% | 7Q | SEC ↗ |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | 182,710 | $6M | +21,581 | +13.4% | 2Q | SEC ↗ |
| 8 | Vestmark Advisory Solutions, Inc. | 182,005 | $6M | +21,426 | +13.3% | 2Q | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 114,087 | $4M | +2,721 | +2.4% | 15Q | SEC ↗ |
| 10 | CWM, LLC | 109,930 | $3M | +10,615 | +10.7% | 4Q | SEC ↗ |
| 11 | EASTERN BANK | 98,217 | $3M | +19,439 | +24.7% | 3Q | SEC ↗ |
| 12 | Summit Trail Advisors, LLC | 91,619 | $3M | +3,205 | +3.6% | 8Q | SEC ↗ |
| 13 | SCS Capital Management LLC | 83,600 | $3M | — | +0.0% | 6Q | SEC ↗ |
| 14 | Arax Advisory Partners | 71,332 | $2M | +2,483 | +3.6% | 3Q | SEC ↗ |
| 15 | MARSHALL INVESTMENT MANAGEMENT, LLC | 65,788 | $2M | +15,205 | +30.1% | 4Q | SEC ↗ |
| 16 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 64,012 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Cetera Investment Advisers NEW | 61,452 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | HBW ADVISORY SERVICES LLC | 52,063 | $2M | +848 | +1.7% | 5Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,236 | $2M | -7,218 | -12.8% | 2Q | SEC ↗ |
| 20 | UBS Group AG | 41,692 | $1M | +3,339 | +8.7% | 10Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 39,477 | $1M | -1,853 | -4.5% | 7Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 37,797 | $1M | -2,482 | -6.2% | 9Q | SEC ↗ |
| 23 | Modern Wealth Management, LLC | 34,023 | $1M | -595 | -1.7% | 7Q | SEC ↗ |
| 24 | Signal Advisors Wealth, LLC NEW | 32,040 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Legacy Wealth Managment, LLC/ID | 30,782 | $977K | +4,761 | +18.3% | 8Q | SEC ↗ |
| 26 | StoneX Group Inc. | 29,306 | $930K | +3,521 | +13.7% | 3Q | SEC ↗ |
| 27 | KESTRA PRIVATE WEALTH SERVICES, LLC | 28,461 | $904K | +3,403 | +13.6% | 6Q | SEC ↗ |
| 28 | Concurrent Investment Advisors, LLC | 28,267 | $897K | +735 | +2.7% | 3Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 27,794 | $882K | +2,428 | +9.6% | 7Q | SEC ↗ |
| 30 | MORGAN STANLEY | 25,405 | $807K | +205 | +0.8% | 11Q | SEC ↗ |
| 31 | OneDigital Investment Advisors LLC | 23,192 | $736K | -30 | -0.1% | 3Q | SEC ↗ |
| 32 | CVA Family Office, LLC | 20,796 | $660K | +158 | +0.8% | 8Q | SEC ↗ |
| 33 | Sigma Planning Corp | 20,508 | $651K | +4,823 | +30.7% | 6Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 19,680 | $625K | +1,218 | +6.6% | 14Q | SEC ↗ |
| 35 | ROYAL BANK OF CANADA | 19,456 | $618K | -16,998 | -46.6% | 9Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 18,152 | $576K | -20,015 | -52.4% | 6Q | SEC ↗ |
| 37 | Van Diest Capital, LLC | 16,799 | $533K | +9,267 | +123.0% | 3Q | SEC ↗ |
| 38 | Inscription Capital, LLC | 12,194 | $387K | +5,394 | +79.3% | 2Q | SEC ↗ |
| 39 | US BANCORP \DE | 11,825 | $375K | — | +0.0% | 2Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC | 8,744 | $278K | +2,362 | +37.0% | 2Q | SEC ↗ |
| 41 | D.A. DAVIDSON & CO. | 8,503 | $270K | +78 | +0.9% | 2Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC NEW | 7,323 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Holos Integrated Wealth LLC | 6,572 | $209K | +2 | +0.0% | 2Q | SEC ↗ |
| 44 | Global Retirement Partners, LLC NEW | 5,208 | $165K | — | +0.0% | 1Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 4,799 | $152K | +4,340 | +945.5% | 15Q | SEC ↗ |
| 46 | IFP Advisors, Inc | 3,964 | $126K | -49 | -1.2% | 7Q | SEC ↗ |
| 47 | Daytona Street Capital LLC NEW | 2,490 | $79K | — | +0.0% | 1Q | SEC ↗ |
| 48 | PRIVATE TRUST CO NA | 1,903 | $60K | +521 | +37.7% | 4Q | SEC ↗ |
| 49 | AE Wealth Management LLC NEW | 1,454 | $46K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Aptus Capital Advisors, LLC NEW | 1,291 | $41K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| TOUNJIAN ADVISORY PARTNERS, LLC | 64,012 | $2M |
| Cetera Investment Advisers | 61,452 | $2M |
| Signal Advisors Wealth, LLC | 32,040 | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 7,323 | $233K |
| Global Retirement Partners, LLC | 5,208 | $165K |
| Daytona Street Capital LLC | 2,490 | $79K |
| AE Wealth Management LLC | 1,454 | $46K |
| Aptus Capital Advisors, LLC | 1,291 | $41K |
| Abound Wealth Management | 380 | $12K |
| Front Row Advisors LLC | 342 | $11K |
| Ashton Thomas Private Wealth, LLC | 279 | $9K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 17,170 | $545K |
| CITADEL ADVISORS LLC | 10,756 | $342K |
| Kestra Advisory Services, LLC | 801 | $25K |
| West Branch Capital LLC | 520 | $17K |
| Graney & King, LLC | 98 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AlTi Global, Inc. | +294,570 | +6.4% | 4,931,716 |
| ELEVATION POINT WEALTH PARTNERS, LL | +21,581 | +13.4% | 182,710 |
| Vestmark Advisory Solutions, Inc. | +21,426 | +13.3% | 182,005 |
| EASTERN BANK | +19,439 | +24.7% | 98,217 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | +15,205 | +30.1% | 65,788 |
| CWM, LLC | +10,615 | +10.7% | 109,930 |
| Van Diest Capital, LLC | +9,267 | +123.0% | 16,799 |
| RAYMOND JAMES FINANCIAL INC | +8,634 | +4.9% | 185,481 |
| Inscription Capital, LLC | +5,394 | +79.3% | 12,194 |
| Sigma Planning Corp | +4,823 | +30.7% | 20,508 |
| Legacy Wealth Managment, LLC/ID | +4,761 | +18.3% | 30,782 |
| OSAIC HOLDINGS, INC. | +4,340 | +945.5% | 4,799 |
| StoneX Group Inc. | +3,521 | +13.7% | 29,306 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +3,403 | +13.6% | 28,461 |
| UBS Group AG | +3,339 | +8.7% | 41,692 |
| Summit Trail Advisors, LLC | +3,205 | +3.6% | 91,619 |
| Rockefeller Capital Management L.P. | +2,721 | +2.4% | 114,087 |
| Arax Advisory Partners | +2,483 | +3.6% | 71,332 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,428 | +9.6% | 27,794 |
| MML INVESTORS SERVICES, LLC | +2,362 | +37.0% | 8,744 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fiduciary Trust Co | -131,844 | -2.6% | 4,912,761 |
| Cerity Partners OCIO LLC | -36,703 | -1.5% | 2,333,859 |
| JANE STREET GROUP, LLC | -20,015 | -52.4% | 18,152 |
| ROYAL BANK OF CANADA | -16,998 | -46.6% | 19,456 |
| LPL Financial LLC | -8,882 | -2.7% | 317,542 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -7,218 | -12.8% | 49,236 |
| Integrated Wealth Concepts LLC | -2,482 | -6.2% | 37,797 |
| Cambridge Investment Research Advis | -1,853 | -4.5% | 39,477 |
| Modern Wealth Management, LLC | -595 | -1.7% | 34,023 |
| IFP Advisors, Inc | -49 | -1.2% | 3,964 |
| OneDigital Investment Advisors LLC | -30 | -0.1% | 23,192 |