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Disclosery

EIPI FIRST TR EXCHNG TRADED FD VI

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FT ENERGY INCOME (fund)

133 managers (134 13F filers) reported a position in EIPI shares at 2025-03-31, 13,620,838 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
133
13F filers
134
New
13
Added
47
Reduced
46
Sold out
14
Shares held by filers
13,620,838

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY2,372,182$48.1M<0.01%-151,57813F-HRTimelineGroup
LPL Financial LLC997,590$20.2M0.01%+157,73813F-HRTimeline
UBS Group AGin group UBS Group AG934,949$19M<0.01%+39,18813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA929,421$18.9M<0.01%+107,70813F-HR/ATimelineGroup
Wealthspire Advisors, LLC905,610$18.4M0.11%+27,46413F-HRTimeline
Coastal Bridge Advisors, LLC872,895$17.7M1.6%+135,14813F-HR/ATimeline
Modern Wealth Management, LLC828,273$16.8M0.54%+24,02813F-HR/ATimeline
Advisors Asset Management, Inc.534,624$10.8M0.2%-145,30913F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC484,686$9.83M<0.01%-4,86013F-HRTimelineGroup
Cambridge Investment Research Advisors,…323,759$6.57M0.02%+10,70513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.220,283$4.47M0.01%+59,18113F-HRTimelineGroup
LongView Wealth Management215,524$4.37M1.31%-6,31713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …188,337$3.82M0.06%+49,29213F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC175,160$3.55M0.05%013F-HRTimeline
Sowell Financial Services LLC156,101$3.17M0.14%+57713F-HRTimeline
Retirement Planning Co of New England, …139,565$2.83M1.41%+2,38013F-HR/ATimeline
Cambridge Advisors Inc.138,629$2.81M0.62%-99413F-HRTimeline
Kingsview Wealth Management, LLC125,879$2.55M0.05%+14013F-HRTimeline
NOTTINGHAM ADVISORS, INC.125,862$2.55M0.39%+100,00013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.106,841$2.17M0.01%+6,37013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…100,836$2.05M<0.01%-3,09813F-HRTimeline
Community Bank, N.A.100,000$2.03M0.27%new13F-HRTimeline
NWF Advisory Services Inc.99,435$2.02M0.28%new13F-HRTimeline
Mystic Asset Management, Inc.96,247$1.95M0.52%-2,21313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC91,272$1.85M<0.01%+7,53313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.88,937$1.8M<0.01%-78,00013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC86,194$1.75M1.58%-1,97613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC83,220$1.69M0.15%-1,68013F-HR/ATimeline
Prospera Financial Services Inc81,020$1.64M0.04%+6513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP77,229$1.57M<0.01%+4,58913F-HRTimelineGroup
Magnus Financial Group LLC72,876$1.48M0.14%-1,00013F-HRTimeline
MGO ONE SEVEN LLC71,652$1.45M0.06%-266,54613F-HRTimeline
D.A. DAVIDSON & CO.71,105$1.44M0.01%+39,84513F-HRTimeline
ALTFEST L J & CO INC67,505$1.37M0.17%+1,00313F-HRTimeline
CoreCap Advisors, LLC61,617$1.25M0.06%-37,64813F-HRTimeline
Strait & Sound Wealth Management LLC61,470$1.25M0.58%+14,29113F-HRTimeline
Moloney Securities Asset Management, LLC59,813$1.21M0.16%-1513F-HRTimeline
Formidable Asset Management, LLC55,523$1.13M0.19%-3,31113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding55,213$1.12M-593Timeline
Cresset Asset Management, LLC54,428$1.1M0.01%-1,84113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.48,671$988K0.03%-3,87613F-HRTimelineGroup
OneDigital Investment Advisors LLC48,387$982K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,226$958K<0.01%-11,65713F-HRTimelineGroup
Private Advisor Group, LLC46,532$944K0.01%+61313F-HRTimeline
LANARK FINANCIAL, INC.46,397$941K0.08%+46,38913F-HRTimeline
NewEdge Advisors, LLC45,426$922K0.01%-18513F-HRTimeline
Steward Partners Investment Advisory, L…44,791$909K0.01%-93013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…42,399$860K0.01%-9413F-HRTimelineGroup
MAI Capital Management41,585$844K0.01%+1,03313F-HRTimeline
Cetera Investment Advisers38,204$775K<0.01%-2,10113F-HRTimeline
WESPAC Advisors, LLC34,273$695K0.57%-2,24413F-HRTimeline
Latash Investments, LLC32,168$653K0.54%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,770$645K0.02%+8,74313F-HRTimelineGroup
Atria Wealth Solutions, Inc.30,105$611K0.01%-52313F-HRTimeline
Armor Investment Advisors, LLC29,011$589K0.24%-35213F-HRTimeline
HighTower Advisors, LLC28,055$569K<0.01%+99813F-HRTimeline
Moors & Cabot, Inc.26,454$537K0.03%-57513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,715$522K<0.01%new13F-HRTimelineGroup
Koshinski Asset Management, Inc.25,192$511K0.04%+93713F-HRTimeline
AMERIFLEX GROUP, INC.24,389$495K0.2%-1,79713F-HRTimeline
OLD MISSION CAPITAL LLC23,242$472K0.01%-69,57513F-HRTimeline
Janney Montgomery Scott LLC22,416$455K<0.01%+15013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,210$451K<0.01%+8,46213F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC20,921$424K0.75%+31313F-HRTimeline
COMERICA BANK20,200$410K<0.01%-33413F-HRTimeline
Icon Wealth Advisors, LLC19,441$394K0.03%+35513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,395$394K<0.01%-313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,074$387K0.01%+1,73213F-HRTimelineGroup
IFG Advisory, LLC18,835$382K0.02%013F-HRTimeline
Whitener Capital Management, Inc.18,719$380K0.11%-25813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,090$347K<0.01%+31013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC16,060$326K0.01%013F-HRTimeline
Fiduciary Alliance LLC15,764$320K0.03%new13F-HRTimeline
Belpointe Asset Management LLC15,377$312K0.02%new13F-HRTimeline
Fairman Group, LLC15,709$306K0.28%013F-HRTimeline
Kesler, Norman & Wride, LLC14,421$293K0.06%+4013F-HRTimeline
Capital Advisors Wealth Management, LLC13,786$280K0.05%+25413F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…13,747$279K0.13%-1,54013F-HRTimelineGroup
L.M. KOHN & COMPANY13,481$274K0.07%013F-HRTimeline
Kovack Advisors, Inc.13,336$271K0.03%-18613F-HRTimeline
B. Riley Wealth Advisors, Inc.13,147$267K0.01%-8113F-HRTimeline
SMITH, MOORE & CO.13,087$266K0.02%+1213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,849$261K<0.01%-478,61713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,141$253K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC12,431$252K0.17%-15013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,361$231K<0.01%-3,59113F-HRTimelineGroup
Advisory Services Network, LLC11,235$228K<0.01%-94013F-HRTimeline
Sigma Planning Corp11,193$227K0.01%new13F-HRTimeline
Stegent Equity Advisors, Inc.10,906$221K0.22%013F-HRTimeline
IFP Advisors, Inc10,405$211K0.01%-21213F-HRTimeline
Morey & Quinn Wealth Partners, LLC10,293$209K0.17%+19213F-HRTimeline
Capital Investment Advisors, LLC10,282$209K<0.01%-42813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,221$207K0.02%+713F-HRTimeline
BOKF, NAin group BOKF, NA9,743$198K<0.01%+1,72213F-HRTimelineGroup
West Branch Capital LLC5,911$120K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,146$84.1K<0.01%+2,31413F-HRTimelineGroup
AE Wealth Management LLC4,135$83.9K<0.01%+513F-HRTimeline
Farther Finance Advisors, LLC3,837$78.1K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,552$72.1K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC3,510$71.2K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC2,541$51.6K0.04%+37613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,391$48.5K0.01%+31513F-HRTimeline
Wayfinding Financial, LLC2,362$47K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,048$41.6K<0.01%-4,16813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,905$38.7K0.03%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,790$36.3K0.01%+1,35013F-HRTimeline
CWM, LLCin group CWM, LLC1,716$35K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC1,700$34.5K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,523$30.9K<0.01%+2813F-HRTimelineGroup
EPG Wealth Management LLC1,516$30.8K0.01%-65013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,479$30K0.01%new13F-HRTimeline
Allworth Financial LP1,420$27.4K<0.01%+1313F-HRTimeline
Pinnacle Bancorp, Inc.1,234$25K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,188$24.1K<0.01%013F-HRTimelineGroup
McClarren Financial Advisors, Inc.20$22K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,005$20.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\974$19.8K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,006$19.6K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC723$14.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC704$14.3K<0.01%-42913F-HRTimeline
Sunbelt Securities, Inc.581$11.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…572$11.6K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC560$11.4K0.01%-12613F-HRTimeline
Geneos Wealth Management Inc.541$11K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.510$10.3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.196$3.98K<0.01%013F-HRTimeline
Investors Research Corp180$3.65K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC135$2.74K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.120$2.44K<0.01%+213F-HRTimeline
Compass Wealth Management LLC44$893<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC20$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC13$169K-8,33713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.