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Disclosery

EIPI FIRST TR EXCHNG TRADED FD VI

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FT ENERGY INCOME (fund)

164 managers (166 13F filers) reported a position in EIPI shares at 2026-06-30, 17,862,565 shares in all. 26 filers opened a position and 12 filers sold out during the quarter.

Managers
164
13F filers
166
New
26
Added
57
Reduced
52
Sold out
12
Shares held by filers
17,862,565

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,766,909$60.4M<0.01%+19,33213F-HRTimelineGroup
Arvest Bank Trust Division1,760,193$38.4M1.87%-70,65713F-HRTimeline
LPL Financial LLC1,284,660$28.1M0.01%+1,84013F-HRTimeline
Coastal Bridge Advisors, LLC1,023,734$22.4M1.38%+10,84913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA917,037$20M<0.01%+109,20713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding887,300$19.4M-5,555Timeline
Modern Wealth Management, LLC809,233$17.7M0.21%+5,05613F-HRTimeline
Wealthspire Advisors, LLC727,590$15.9M0.09%-46,86313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC683,567$14.9M<0.01%+16,98213F-HRTimelineGroup
ARVEST INVESTMENTS, INC.610,463$13.3M1.61%-4,73713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP444,159$9.7M0.01%+316,25413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.319,994$6.99M0.01%+38,31613F-HRTimelineGroup
Cambridge Investment Research Advisors,…301,151$6.58M0.01%-27013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN275,480$6.02M<0.01%+47,60913F-HRTimelineGroup
Summit Financial, LLC215,192$4.7M0.05%-7,74013F-HRTimeline
HB Wealth Management, LLC208,232$4.55M0.03%new13F-HRTimeline
Triad Wealth Partners, LLC186,543$4.16M0.25%new13F-HRTimeline
Paller Financial Services Inc173,202$3.78M2.83%-6,76013F-HRTimeline
Z3 Capital Partners, LLC154,621$3.38M0.71%-43513F-HRTimeline
Cetera Investment Advisers147,894$3.23M<0.01%-27,60213F-HRTimeline
Retirement Planning Co of New England, …146,441$3.2M1.15%+1,14213F-HRTimeline
NOTTINGHAM ADVISORS, INC.140,901$3.15M0.38%+68413F-HRTimeline
Cambridge Advisors Inc.142,258$3.11M0.53%-4,13213F-HRTimeline
NWF Advisory Services Inc.136,989$2.99M0.28%-95013F-HRTimeline
Sowell Financial Services LLC133,949$2.93M0.1%-5,93613F-HRTimeline
Kingsview Wealth Management, LLC124,882$2.73M0.03%+14913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding107,375$2.35M-9,189Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…103,840$2.27M<0.01%-9,88813F-HRTimelineGroup
Community Bank, N.A.100,000$2.18M0.24%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC87,974$1.92M<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,686$1.89M<0.01%+3,51413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC84,836$1.85M0.07%-7,69813F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …83,379$1.82M0.92%+32,34013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp77,672$1.7M<0.01%+36,33713F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC77,193$1.69M1.03%-4,46613F-HRTimeline
Mystic Asset Management, Inc.75,778$1.65M0.35%-52413F-HRTimeline
ALTFEST L J & CO INC73,640$1.61M0.16%+2,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,415$1.6M<0.01%+1,80413F-HRTimeline
MML INVESTORS SERVICES, LLC73,129$1.6M<0.01%+58,95213F-HRTimeline
Strait & Sound Wealth Management LLC69,473$1.52M0.53%-22613F-HRTimeline
D.A. DAVIDSON & CO.67,747$1.48M0.01%-17113F-HRTimeline
Magnus Financial Group LLC60,865$1.33M0.09%+5113F-HRTimeline
CoreCap Advisors, LLC58,745$1.28M0.04%-47313F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…54,170$1.18M0.56%-7,14613F-HRTimeline
Private Advisor Group, LLC53,307$1.16M0.01%+5,35413F-HRTimeline
NewEdge Advisors, LLC51,380$1.12M<0.01%+4,10113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,996$1.09M<0.01%+32,87013F-HRTimelineGroup
MGO ONE SEVEN LLC49,089$1.07M0.02%+15313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…48,449$1.06M<0.01%new13F-HRTimelineGroup
Formidable Asset Management, LLC46,894$1.05M0.17%-5013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.47,998$1.05M0.02%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,991$1M0.01%+3,14913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,936$960K<0.01%+5,68713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO43,910$959K<0.01%-32,33813F-HRTimelineGroup
OneDigital Investment Advisors LLC42,554$929K0.01%-1013F-HRTimeline
Steward Partners Investment Advisory, L…41,071$897K<0.01%+18413F-HRTimeline
MAI Capital Management39,530$863K<0.01%-97613F-HRTimeline
IHT Wealth Management, LLC39,167$855K0.02%+9,10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…34,322$750K0.02%+17,36113F-HRTimelineGroup
Latash Investments, LLC32,168$703K0.51%013F-HRTimeline
Moors & Cabot, Inc.30,624$669K0.03%-1,10813F-HRTimeline
WESPAC Advisors, LLC30,507$666K0.32%+13913F-HRTimeline
Cresset Asset Management, LLC30,234$660K<0.01%-24,19413F-HRTimeline
SMITH, MOORE & CO.28,286$618K0.04%+43013F-HRTimeline
Inscription Capital, LLC28,078$613K0.05%+5,41113F-HRTimeline
Belpointe Asset Management LLC26,292$574K0.02%-66913F-HRTimeline
OLD MISSION CAPITAL LLC25,843$564K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.24,931$544K0.03%-21713F-HRTimeline
HighTower Advisors, LLC24,471$534K<0.01%-52313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,927$523K0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,255$508K<0.01%+72713F-HRTimelineGroup
Xcelsior Advisor Partners LLC22,865$499K0.07%+7,08913F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC22,030$481K0.49%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,793$449K0.03%+2,16813F-HRTimeline
Global Retirement Partners, LLC20,385$445K0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.20,079$439K0.01%+7,86113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,007$437K<0.01%-20913F-HRTimelineGroup
Janney Montgomery Scott LLC19,798$432K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.18,735$406K0.02%-51013F-HRTimeline
Orion Porfolio Solutions, LLC18,243$398K<0.01%-20,48413F-HRTimeline
Closed-End Fund Advisors, Inc.18,135$396K0.39%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,960$392K<0.01%+79613F-HRTimelineGroup
Armor Investment Advisors, LLC17,889$391K0.13%-2,44713F-HRTimeline
Icon Wealth Advisors, LLC17,615$385K0.02%-48913F-HRTimeline
Fiduciary Alliance LLC16,857$368K0.02%+1,40813F-HRTimeline
Mariner, LLCin group Mariner, LLC16,578$362K<0.01%+25313F-HRTimelineGroup
Prospera Financial Services Inc15,803$345K0.01%-1,55013F-HRTimeline
Cambria Investment Management, L.P.15,553$340K0.02%-13513F-HRTimeline
Empowered Funds, LLC15,553$340K<0.01%-13513F-HRTimeline
Sigma Planning Corp15,285$334K0.01%+2,05513F-HRTimeline
Capital Advisors Wealth Management, LLC15,097$330K0.04%+25213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,016$328K<0.01%+24713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,433$315K<0.01%013F-HRTimelineGroup
Fairman Group, LLC13,749$300K0.24%-1,96013F-HRTimeline
Whitener Capital Management, Inc.13,170$288K0.06%-1,13313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,958$283K0.01%-4,53213F-HRTimelineGroup
Financial Network Wealth Advisors LLC12,851$281K0.28%+6613F-HRTimeline
Fortis Capital Advisors, LLC12,413$271K0.03%+30113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,248$267K<0.01%-87813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.12,000$262K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,000$262K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,790$257K<0.01%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,123$244K0.01%+8013F-HRTimeline
Stegent Equity Advisors, Inc.10,906$238K0.17%013F-HRTimeline
HighPoint Advisor Group LLC10,685$233K0.01%013F-HRTimeline
Register Financial Advisors LLC10,542$230K0.07%+17613F-HRTimeline
Alessandra Capital Management, LLC10,210$223K0.16%+81013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.10,186$222K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,998$218K0.01%+713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,974$218K<0.01%+94313F-HRTimelineGroup
Advisory Services Network, LLC9,824$215K<0.01%-1,49413F-HRTimeline
AMERIFLEX GROUP, INC.9,578$209K0.09%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,410$206K<0.01%-3,85813F-HRTimelineGroup
LANARK FINANCIAL, INC.8,423$184K0.01%+18513F-HRTimeline
Ashton Thomas Private Wealth, LLC7,260$159K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC6,949$152K<0.01%new13F-HRTimeline
West Branch Capital LLC5,911$129K0.03%013F-HRTimeline
Founders Financial Alliance, LLC5,468$119K0.02%013F-HRTimeline
Allied Private Wealth LLC4,858$108K0.07%13F-HRTimeline
Quantum Portfolio Management LLC4,849$106K0.04%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,575$99.9K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,749$81.9K0.04%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,672$80.2K<0.01%+1,84013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,080$67.3K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,979$64K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,880$62.9K0.01%new13F-HRTimeline
IFP Advisors, Inc2,864$62.5K<0.01%-38013F-HRTimeline
Farther Finance Advisors, LLC2,694$58.8K<0.01%-2,77013F-HRTimeline
Holos Integrated Wealth LLC2,607$57.7K0.03%+813F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC2,557$55.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,485$54.3K<0.01%-53913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,063$45.1K<0.01%+2713F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,624$35.5K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,514$33.1K<0.01%+1,36013F-HRTimelineGroup
IFG Advisory, LLC1,450$31.7K<0.01%new13F-HRTimeline
First Bancorp, Inc /ME/1,205$26.3K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,189$26K0.01%+20613F-HRTimeline
Integrated Wealth Concepts LLC1,151$25.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,059$23.1K<0.01%-14913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,005$21.9K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS869$18.9K<0.01%new13F-HRTimeline
ROGCO, LP795$17.4K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC790$17.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC785$17.1K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC704$15.2K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…627$13.7K0.01%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…572$12.5K<0.01%-51613F-HRTimelineGroup
Geneos Wealth Management Inc.541$11.8K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.528$11.5K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…400$8.74K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.312$6.81K<0.01%013F-HRTimeline
Continuum Advisory, LLC262$5.72K<0.01%new13F-HRTimeline
AE Wealth Management LLC215$4.69K<0.01%+413F-HRTimeline
Roble, Belko & Company, Inc200$4K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.174$3.8K<0.01%+913F-HRTimeline
JFS WEALTH ADVISORS, LLC156$3.41K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC150$3.28K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC120$2.62K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100$2.2K<0.01%-47013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$1.38K<0.01%013F-HRTimeline
SIGNATUREFD, LLC26$568<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26$568<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$87<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.1$20<0.01%-12913F-HRTimeline