Skip to content
Disclosery

EIPI FIRST TR EXCHNG TRADED FD VI

Follow

FT ENERGY INCOME (fund)

136 managers (138 13F filers) reported a position in EIPI shares at 2024-12-31, 14,032,649 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
136
13F filers
138
New
14
Added
34
Reduced
50
Sold out
12
Shares held by filers
14,032,649

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY2,523,760$49.2M<0.01%-67,81013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG895,761$17.5M<0.01%-53,95113F-HRTimelineGroup
Wealthspire Advisors, LLC878,146$17.1M0.17%+20,60313F-HRTimeline
LPL Financial LLC839,852$16.4M0.01%-1,03413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA821,713$16M<0.01%+115,51713F-HRTimelineGroup
Modern Wealth Management, LLC804,245$15.7M0.59%new13F-HR/ATimeline
Coastal Bridge Advisors, LLC737,747$14.4M3.62%+51,00513F-HRTimeline
Advisors Asset Management, Inc.679,933$13.3M0.24%-233,40913F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.491,466$9.58M0.02%-5,14113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC489,546$9.54M<0.01%13F-HR/ATimelineGroup
MGO ONE SEVEN LLC338,198$6.59M0.25%-6,40113F-HRTimeline
Cambridge Investment Research Advisors,…313,054$6.1M0.02%-5,00413F-HRTimeline
LongView Wealth Management221,841$4.32M1.32%-7,01313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC175,160$3.41M0.05%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.166,937$3.25M0.01%-20,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.161,102$3.14M0.01%+15,89613F-HR/ATimelineGroup
Sowell Financial Services LLC155,524$3.03M0.16%+8,24813F-HRTimeline
Cambridge Advisors Inc.139,623$2.72M0.61%+3,97313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …139,045$2.71M0.04%+12,01713F-HRTimelineGroup
Retirement Planning Co of New England, …137,185$2.67M1.3%+50713F-HRTimeline
Kingsview Wealth Management, LLC125,739$2.45M0.05%-59413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,934$2.03M<0.01%+1,20013F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.100,471$1.96M0.01%+2,52413F-HRTimeline
CoreCap Advisors, LLC99,265$1.93M0.09%-45013F-HRTimeline
Mystic Asset Management, Inc.98,460$1.92M0.51%-1,42013F-HRTimeline
OLD MISSION CAPITAL LLC92,817$1.81M0.04%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC88,170$1.72M1.32%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC84,900$1.65M0.12%+26,75713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,739$1.63M<0.01%-4,24313F-HRTimeline
Prospera Financial Services Inc80,955$1.58M0.04%+2,43313F-HRTimeline
Magnus Financial Group LLC73,876$1.44M0.14%+1,30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,640$1.42M<0.01%+79913F-HRTimelineGroup
ALTFEST L J & CO INC66,502$1.3M0.17%+2,71913F-HRTimeline
Moloney Securities Asset Management, LLC59,828$1.17M0.16%-28213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,883$1.15M<0.01%-27,09613F-HRTimelineGroup
Formidable Asset Management, LLC58,834$1.15M0.19%-1,56213F-HRTimeline
Cresset Asset Management, LLC56,269$1.1M0.01%-12,71913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding55,806$1.09M+37,880Timeline
FLOW TRADERS U.S. LLC54,456$1.06M0.04%new13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.52,547$1.02M0.02%-113F-HRTimelineGroup
OneDigital Investment Advisors LLC48,387$943K0.01%-7,87413F-HRTimeline
Strait & Sound Wealth Management LLC47,179$920K0.43%+6,67113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC46,589$908K0.02%-14,84113F-HRTimeline
Private Advisor Group, LLC45,919$895K0.01%-5,11613F-HRTimeline
Steward Partners Investment Advisory, L…45,721$891K0.01%+10513F-HRTimeline
NewEdge Advisors, LLC45,611$889K0.01%+19,51513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…42,493$828K0.01%-1,06713F-HRTimelineGroup
MAI Capital Management40,552$790K0.01%new13F-HRTimeline
Cetera Investment Advisers40,305$786K<0.01%-1,53013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,493$750K<0.01%-74,27013F-HRTimelineGroup
Schechter Investment Advisors, LLC37,958$740K0.06%-54113F-HRTimeline
WESPAC Advisors, LLC36,517$712K0.52%+6,83313F-HRTimeline
Latash Investments, LLC32,168$627K0.49%013F-HRTimeline
D.A. DAVIDSON & CO.31,260$609K<0.01%-1,13913F-HRTimeline
Atria Wealth Solutions, Inc.30,628$597K0.01%-2,25813F-HRTimeline
Armor Investment Advisors, LLC29,363$572K0.24%-3,03813F-HRTimeline
HighTower Advisors, LLC27,057$527K<0.01%+70713F-HRTimeline
Moors & Cabot, Inc.27,029$527K0.03%-11913F-HRTimeline
AMERIFLEX GROUP, INC.26,186$521K0.24%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.25,862$504K0.06%013F-HRTimeline
Koshinski Asset Management, Inc.24,255$473K0.04%+3,36713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,027$449K0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC22,266$434K<0.01%-2,55413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC20,608$401K0.7%13F-HRTimeline
COMERICA BANK20,534$400K<0.01%-2,47813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,398$378K<0.01%-22713F-HRTimelineGroup
Icon Wealth Advisors, LLC19,086$372K0.03%+57013F-HRTimeline
Whitener Capital Management, Inc.18,977$370K0.1%-49813F-HRTimeline
IFG Advisory, LLC18,835$367K0.02%-1,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,862$348K<0.01%-18,06513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,342$338K<0.01%+82913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,237$336K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC16,289$335K0.01%-1,34713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,780$328K<0.01%+48913F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC16,060$313K0.01%013F-HRTimeline
Fairman Group, LLC15,709$306K0.25%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…15,287$298K0.12%+4,34713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,952$291K<0.01%+45513F-HRTimelineGroup
Kesler, Norman & Wride, LLC14,381$280K0.06%+5213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,748$268K<0.01%+1013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC13,532$264K0.05%+40513F-HRTimeline
Kovack Advisors, Inc.13,522$264K0.03%-2,18813F-HRTimeline
L.M. KOHN & COMPANY13,481$263K0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,228$258K0.01%-94613F-HRTimeline
SMITH, MOORE & CO.13,075$255K0.02%-2,65213F-HRTimeline
Catalina Capital Group, LLC12,581$245K0.08%013F-HRTimeline
Advisory Services Network, LLC12,175$237K<0.01%-38613F-HRTimeline
Bison Wealth, LLC11,386$222K0.05%-8,33613F-HRTimeline
Stegent Equity Advisors, Inc.10,906$213K0.22%013F-HRTimeline
Capital Investment Advisors, LLC10,710$209K<0.01%-21413F-HRTimeline
IFP Advisors, Inc10,617$207K0.01%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,214$199K0.01%+1013F-HRTimeline
Morey & Quinn Wealth Partners, LLC10,101$197K0.17%13F-HRTimeline
Terril Brothers, Inc.10,041$196K0.06%-2,45713F-HRTimeline
Whipplewood Advisors, LLC8,350$163K0.09%13F-HRTimeline
BOKF, NAin group BOKF, NA8,021$158K<0.01%-2,34213F-HRTimelineGroup
Aptus Capital Advisors, LLC7,271$142K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,216$121K<0.01%+6313F-HRTimeline
West Branch Capital LLC5,911$115K0.04%013F-HRTimeline
AE Wealth Management LLC4,130$80.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,837$74.8K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,744$73K<0.01%-5,00013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC3,552$69.2K0.01%013F-HRTimeline
EPG Wealth Management LLC2,166$42.2K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC2,165$42.2K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,076$40.5K0.01%+1,09313F-HRTimeline
UMB Bank, n.a.1,977$38.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Investment Solutions, LLC1,905$38.2K0.03%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,905$38.2K0.03%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,832$35.7K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,716$33K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,495$29.1K<0.01%-39513F-HRTimelineGroup
Allworth Financial LP1,407$28.7K<0.01%+5613F-HRTimeline
Pinnacle Bancorp, Inc.1,234$24.1K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,188$23.2K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC1,133$22.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,006$19.6K<0.01%+2613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,005$19.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\974$19K<0.01%-5813F-HRTimelineGroup
Cedar Mountain Advisors, LLC723$14.1K<0.01%013F-HRTimeline
Park Square Financial Group, LLC686$13.4K0.01%13F-HRTimeline
Sunbelt Securities, Inc.581$11.3K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…572$11.1K<0.01%-6713F-HRTimelineGroup
Geneos Wealth Management Inc.541$10.5K<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.510$9.94K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC440$8.58K<0.01%013F-HRTimeline
Global Retirement Partners, LLC202$3.94K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.196$3.82K<0.01%013F-HR/ATimeline
Investors Research Corp180$3.51K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC135$2.63K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.118$2.31K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…88$1.72K<0.01%013F-HRTimelineGroup
Compass Wealth Management LLC44$858<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$1630.01%-8,39613F-HRTimeline
Richard W. Paul & Associates, LLC1$19<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.