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Disclosery

EIPI FIRST TR EXCHNG TRADED FD VI

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FT ENERGY INCOME (fund)

137 managers (138 13F filers) reported a position in EIPI shares at 2025-06-30, 26,273,808 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
137
13F filers
138
New
15
Added
55
Reduced
39
Sold out
13
Shares held by filers
26,273,808

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY2,322,813$45.8M<0.01%-49,36913F-HRTimelineGroup
LPL Financial LLC1,005,342$19.8M0.01%+7,75213F-HRTimeline
Coastal Bridge Advisors, LLC892,783$17.6M1.46%+19,88813F-HRTimeline
UBS Group AGin group UBS Group AG870,211$17.2M<0.01%-64,73813F-HRTimelineGroup
Wealthspire Advisors, LLC835,348$16.5M0.09%-70,26213F-HRTimeline
Modern Wealth Management, LLC814,854$16.1M0.4%-13,41913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA759,049$15M<0.01%-170,37213F-HR/ATimelineGroup
Proficio Capital Partners LLC12,937,487$13.4M0.84%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC467,318$9.22M<0.01%-17,36813F-HRTimelineGroup
Advisors Asset Management, Inc.369,270$7.28M0.13%-165,35413F-HR/ATimeline
Cambridge Investment Research Advisors,…289,673$5.71M0.02%-34,08613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.264,480$5.21M0.01%+44,19713F-HR/ATimelineGroup
LongView Wealth Management215,874$4.26M1.29%+35013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …189,379$3.73M0.05%+1,04213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…166,475$3.28M0.01%+140,76013F-HRTimelineGroup
Sowell Financial Services LLC155,262$3.06M0.12%-83913F-HRTimeline
Cambridge Advisors Inc.141,873$2.8M0.58%+3,24413F-HRTimeline
Retirement Planning Co of New England, …141,504$2.79M1.24%+1,93913F-HRTimeline
NOTTINGHAM ADVISORS, INC.126,732$2.5M0.37%+87013F-HRTimeline
Kingsview Wealth Management, LLC126,039$2.49M0.04%+16013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC121,300$2.39M0.03%-53,86013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.114,504$2.26M0.01%+7,66313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC105,867$2.09M<0.01%+14,59513F-HRTimeline
NWF Advisory Services Inc.104,635$2.06M0.25%+5,20013F-HRTimeline
Community Bank, N.A.100,000$1.97M0.26%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,833$1.95M<0.01%-2,00313F-HRTimeline
Mystic Asset Management, Inc.96,967$1.91M0.46%+72013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC85,952$1.69M1.37%-24213F-HRTimeline
Prospera Financial Services Inc84,895$1.67M0.03%+3,87513F-HRTimeline
D.A. DAVIDSON & CO.84,613$1.67M0.01%+13,50813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,619$1.57M0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC79,520$1.57M0.12%-3,70013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,454$1.57M<0.01%+2,22513F-HRTimelineGroup
MGO ONE SEVEN LLC69,935$1.38M0.04%-1,71713F-HRTimeline
ALTFEST L J & CO INC68,064$1.34M0.16%+55913F-HRTimeline
Strait & Sound Wealth Management LLC67,313$1.33M0.56%+5,84313F-HRTimeline
Magnus Financial Group LLC64,071$1.26M0.11%-8,80513F-HRTimeline
CoreCap Advisors, LLC61,867$1.22M0.05%+25013F-HRTimeline
OLD MISSION CAPITAL LLC61,342$1.21M0.03%+38,10013F-HRTimeline
Moloney Securities Asset Management, LLC61,003$1.2M0.15%+1,19013F-HRTimeline
Formidable Asset Management, LLC55,523$1.13M0.19%013F-HRTimeline
Cresset Asset Management, LLC54,428$1.07M0.01%013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding53,960$1.06M-1,253Timeline
LANARK FINANCIAL, INC.52,637$1.04M0.08%+6,24013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.48,539$957K0.02%-13213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,640$939K<0.01%+41413F-HRTimelineGroup
Private Advisor Group, LLC46,093$909K<0.01%-43913F-HRTimeline
Steward Partners Investment Advisory, L…45,605$899K0.01%+81413F-HRTimeline
OneDigital Investment Advisors LLC44,554$879K0.01%-3,83313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…42,413$836K0.01%+1413F-HRTimelineGroup
MAI Capital Management41,382$816K0.01%-20313F-HRTimeline
NewEdge Advisors, LLC40,751$804K<0.01%-4,67513F-HRTimeline
Cetera Investment Advisers39,344$776K<0.01%+1,14013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.38,937$768K<0.01%-50,00013F-HRTimelineGroup
WESPAC Advisors, LLC35,048$691K0.48%+77513F-HRTimeline
Latash Investments, LLC32,168$634K0.49%013F-HRTimeline
Atria Wealth Solutions, Inc.30,285$597K0.01%+18013F-HRTimeline
Moors & Cabot, Inc.27,435$541K0.03%+98113F-HRTimeline
Armor Investment Advisors, LLC27,113$535K0.2%-1,89813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,941$531K0.01%-4,82913F-HRTimelineGroup
SMITH, MOORE & CO.26,052$514K0.04%+12,96513F-HRTimeline
Koshinski Asset Management, Inc.25,207$497K0.04%+1513F-HRTimeline
COMERICA BANK24,958$492K<0.01%+4,75813F-HRTimeline
HighTower Advisors, LLC24,934$492K<0.01%-3,12113F-HRTimeline
Janney Montgomery Scott LLC21,418$422K<0.01%-99813F-HRTimeline
IFG Advisory, LLC21,306$420K0.02%+2,47113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,287$420K<0.01%-92313F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC21,249$419K0.69%+32813F-HRTimeline
L.M. KOHN & COMPANY21,022$415K0.11%+7,54113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,809$410K0.01%+1,73513F-HRTimelineGroup
Icon Wealth Advisors, LLC19,815$391K0.03%+37413F-HRTimeline
IHT Wealth Management, LLC19,763$390K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,395$382K<0.01%013F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,183$359K0.01%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,415$343K<0.01%+32513F-HRTimelineGroup
Whitener Capital Management, Inc.17,312$341K0.09%-1,40713F-HRTimeline
Mariner, LLCin group Mariner, LLC16,237$320K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC16,060$317K0.01%013F-HRTimeline
Fairman Group, LLC15,709$310K0.25%013F-HRTimeline
Fiduciary Alliance LLC15,449$305K0.02%-31513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…15,383$303K0.11%+1,63613F-HRTimelineGroup
Belpointe Asset Management LLC15,377$303K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,433$285K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,141$279K<0.01%013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC14,055$277K0.04%+26913F-HRTimeline
Kesler, Norman & Wride, LLC14,049$277K0.05%-37213F-HRTimeline
Kovack Advisors, Inc.12,786$252K0.02%-55013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,721$231K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp11,670$230K0.01%+47713F-HRTimeline
Advisory Services Network, LLC11,318$225K<0.01%+8313F-HRTimeline
B. Riley Wealth Advisors, Inc.11,017$217K0.01%-2,13013F-HRTimeline
Stegent Equity Advisors, Inc.10,906$215K0.19%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,829$214K<0.01%-53213F-HRTimelineGroup
Capital Investment Advisors, LLC10,282$203K<0.01%013F-HR/ATimeline
IFP Advisors, Inc9,866$195K0.01%-53913F-HRTimeline
Whipplewood Advisors, LLC8,350$165K0.09%+8,33713F-HRTimeline
West Branch Capital LLC5,911$117K0.03%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4,575$90.2K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,146$81.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,139$81.6K<0.01%+413F-HRTimeline
Future Financial Wealth Managment LLC2,541$50.1K0.03%013F-HRTimeline
Allworth Financial LP2,532$49.9K<0.01%+1,11213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,391$47.1K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,137$42.1K<0.01%-7,60613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,088$41.2K<0.01%+4013F-HRTimeline
Legacy Investment Solutions, LLC1,905$37.6K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,905$37.6K0.02%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,790$35.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,789$35.3K<0.01%-1,72113F-HRTimeline
Founders Financial Alliance, LLC1,740$34.3K0.01%+4013F-HRTimeline
CWM, LLCin group CWM, LLC1,716$34K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,719$33.9K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,688$33K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,552$30.6K<0.01%+2913F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,479$29K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,462$28.8K0.01%+22813F-HRTimeline
Dogwood Wealth Management LLC1,264$24.7K0.01%new13F-HRTimeline
Scarborough Advisors, LLC1,207$23.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,035$20.4K<0.01%+2913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,005$19.8K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,003$19.8K<0.01%+2913F-HRTimelineGroup
Financial Network Wealth Advisors LLC797$15.7K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC723$14.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC704$13.8K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC642$12K<0.01%+62213F-HRTimeline
Crews Bank & Trust599$11.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC580$11.4K<0.01%-3,25713F-HRTimeline
Sunbelt Securities, Inc.581$11.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…572$11.3K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.541$10.7K<0.01%013F-HRTimeline
Park Square Financial Group, LLC415$8.18K0.01%-14513F-HRTimeline
Riggs Asset Managment Co. Inc.328$6.47K<0.01%-18213F-HRTimeline
Global Retirement Partners, LLC202$3.98K<0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.196$3.87K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.123$2.42K<0.01%+313F-HRTimeline
SBI Securities Co., Ltd.7$138<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.