FIRST TR EXCHNG TRADED FD VI (EIPI)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
163
Reporting holders
$383.3M
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $60.4M | 2,766,909 | 0.00% | 9q | +0.7%+$422.2K |
| Arvest Bank Trust Division | $38.4M | 1,760,193 | 1.87% | 3q | -3.9%-$1.5M |
| LPL Financial LLC | $28.1M | 1,284,660 | 0.01% | 9q | HELD |
| Coastal Bridge Advisors, LLC | $22.4M | 1,023,734 | 1.38% | 9q | +1.1%+$236.9K |
| ROYAL BANK OF CANADA | $20.0M | 917,037 | 0.00% | 9q | +13.5%+$2.4M |
| UBS Group AG | $19.4M | 886,810 | 0.00% | 9q | -0.6%-$121.3K |
| Modern Wealth Management, LLC | $17.7M | 809,233 | 0.21% | 7q | +0.6%+$110.4K |
| Wealthspire Advisors, LLC | $15.9M | 727,590 | 0.09% | 9q | -6.1%-$1.0M |
| RAYMOND JAMES FINANCIAL INC | $14.9M | 683,567 | 0.00% | 7q | +2.5%+$370.9K |
| ARVEST INVESTMENTS, INC. | $13.3M | 610,463 | 1.61% | 3q | -0.8%-$103.5K |
| STIFEL FINANCIAL CORP | $9.7M | 444,159 | 0.01% | 9q | +247.3%+$6.9M |
| OSAIC HOLDINGS, INC. | $7.0M | 319,994 | 0.01% | 9q | +13.6%+$836.9K |
| WELLS FARGO & COMPANY/MN | $6.0M | 275,480 | 0.00% | 9q | -39.6%-$3.9M |
| Summit Financial, LLC | $4.7M | 215,192 | 0.05% | 4q | -3.5%-$169.0K |
| HB Wealth Management, LLC | $4.5M | 208,232 | 0.03% | new | NEW |
| Triad Wealth Partners, LLC | $4.2M | 186,543 | 0.25% | new | NEW |
| Paller Financial Services Inc | $3.8M | 173,202 | 2.83% | 3q | -3.8%-$147.6K |
| Z3 Capital Partners, LLC | $3.4M | 154,621 | 0.71% | 3q | HELD |
| Cetera Investment Advisers | $3.2M | 147,894 | 0.00% | 9q | -15.7%-$602.8K |
| Retirement Planning Co of New England, Inc. | $3.2M | 146,441 | 1.15% | 9q | +0.8%+$24.9K |
| NOTTINGHAM ADVISORS, INC. | $3.2M | 140,901 | 0.38% | 9q | HELD |
| Cambridge Advisors Inc. | $3.1M | 142,258 | 0.53% | 9q | -2.8%-$90.2K |
| NWF Advisory Services Inc. | $3.0M | 136,989 | 0.28% | 6q | -0.7%-$20.7K |
| Sowell Financial Services LLC | $2.9M | 133,949 | 0.10% | 9q | -4.2%-$129.6K |
| Kingsview Wealth Management, LLC | $2.7M | 124,882 | 0.03% | 9q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 103,840 | 0.00% | 6q | -8.7%-$216.0K |
| Community Bank, N.A. | $2.2M | 100,000 | 0.24% | 6q | HELD |
| Kestra Advisory Services, LLC | $2.1M | 94,728 | 0.01% | 7q | -1.9%-$40.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 87,974 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 85,686 | 0.00% | 9q | +4.3%+$77.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.9M | 84,836 | 0.07% | 8q | -8.3%-$168.1K |
| OneAscent Family Office, LLC | $1.8M | 83,379 | 0.92% | 4q | +63.4%+$706.3K |
| Bank of New York Mellon Corp | $1.7M | 77,672 | 0.00% | 3q | +87.9%+$793.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.7M | 77,193 | 1.03% | 7q | -5.5%-$97.5K |
| Mystic Asset Management, Inc. | $1.7M | 75,778 | 0.35% | 9q | -0.7%-$11.4K |
| ALTFEST L J & CO INC | $1.6M | 73,640 | 0.16% | 9q | +3.3%+$51.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 73,415 | 0.00% | 9q | +2.5%+$39.4K |
| MML INVESTORS SERVICES, LLC | $1.6M | 73,129 | 0.00% | 2q | +415.8%+$1.3M |
| Strait & Sound Wealth Management LLC | $1.5M | 69,473 | 0.53% | 9q | HELD |
| D.A. DAVIDSON & CO. | $1.5M | 67,747 | 0.01% | 9q | HELD |
| Magnus Financial Group LLC | $1.3M | 60,865 | 0.09% | 9q | HELD |
| CoreCap Advisors, LLC | $1.3M | 58,745 | 0.04% | 9q | -0.8%-$10.3K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $1.2M | 54,170 | 0.56% | 2q | -11.7%-$156.1K |
| Private Advisor Group, LLC | $1.2M | 53,307 | 0.01% | 9q | +11.2%+$116.9K |
| NewEdge Advisors, LLC | $1.1M | 51,380 | 0.00% | 9q | +9.9%+$100.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 49,996 | 0.00% | 9q | +191.9%+$717.9K |
| MGO ONE SEVEN LLC | $1.1M | 49,089 | 0.02% | 9q | HELD |
| Chevy Chase Trust Holdings, LLC | $1.1M | 48,449 | 0.00% | new | NEW |
| Formidable Asset Management, LLC | $1.1M | 46,894 | 0.17% | 9q | HELD |
| AlTi Global, Inc. | $1.0M | 47,998 | 0.02% | 9q | HELD |
| OPPENHEIMER & CO INC | $1.0M | 45,991 | 0.01% | 9q | +7.4%+$68.8K |
| Rockefeller Capital Management L.P. | $959.6K | 43,936 | 0.00% | 9q | +14.9%+$124.2K |
| BROWN BROTHERS HARRIMAN & CO | $959.0K | 43,910 | 0.00% | 5q | -42.4%-$706.3K |
| OneDigital Investment Advisors LLC | $929.4K | 42,554 | 0.01% | 9q | HELD |
| Steward Partners Investment Advisory, LLC | $897.0K | 41,071 | 0.00% | 9q | HELD |
| MAI Capital Management | $863.3K | 39,530 | 0.00% | 7q | -2.4%-$21.3K |
| IHT Wealth Management, LLC | $855.4K | 39,167 | 0.02% | 5q | +30.3%+$198.7K |
| Ameritas Advisory Services, LLC | $749.6K | 34,322 | 0.02% | 4q | +102.4%+$379.2K |
| Latash Investments, LLC | $702.5K | 32,168 | 0.51% | 8q | HELD |
| Moors & Cabot, Inc. | $668.8K | 30,624 | 0.03% | 9q | -3.5%-$24.2K |
| WESPAC Advisors, LLC | $666.3K | 30,507 | 0.32% | 9q | HELD |
| Cresset Asset Management, LLC | $660.3K | 30,234 | 0.00% | 9q | -44.5%-$528.4K |
| SMITH, MOORE & CO. | $617.8K | 28,286 | 0.04% | 9q | +1.5%+$9.4K |
| Inscription Capital, LLC | $613.2K | 28,078 | 0.05% | 3q | +23.9%+$118.2K |
| Belpointe Asset Management LLC | $574.2K | 26,292 | 0.02% | 6q | -2.5%-$14.6K |
| OLD MISSION CAPITAL LLC | $564.4K | 25,843 | 0.01% | new | NEW |
| Koshinski Asset Management, Inc. | $544.5K | 24,931 | 0.03% | 9q | -0.9%-$4.7K |
| HighTower Advisors, LLC | $534.4K | 24,471 | 0.00% | 9q | -2.1%-$11.4K |
| Brookstone Capital Management | $522.6K | 23,927 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $507.9K | 23,255 | 0.00% | 5q | +3.2%+$15.9K |
| Xcelsior Advisor Partners LLC | $499.4K | 22,865 | 0.07% | 2q | +44.9%+$154.8K |
| PUFF WEALTH MANAGEMENT, LLC | $481.1K | 22,030 | 0.49% | 6q | +2.9%+$13.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $449.1K | 20,793 | 0.03% | 2q | +11.6%+$46.8K |
| Global Retirement Partners, LLC | $445.2K | 20,385 | 0.01% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $438.5K | 20,079 | 0.01% | 9q | +64.3%+$171.7K |
| FIFTH THIRD BANCORP | $437.0K | 20,007 | 0.00% | 3q | -1.0%-$4.6K |
| Kovack Advisors, Inc. | $406.3K | 18,735 | 0.02% | 9q | -2.7%-$11.1K |
| Orion Porfolio Solutions, LLC | $398.4K | 18,243 | 0.00% | 4q | -52.9%-$447.4K |
| Closed-End Fund Advisors, Inc. | $396.1K | 18,135 | 0.39% | 3q | HELD |
| Stratos Wealth Partners, LTD. | $392.3K | 17,960 | 0.00% | 9q | +4.6%+$17.4K |
| Armor Investment Advisors, LLC | $390.7K | 17,889 | 0.13% | 9q | -12.0%-$53.4K |
| Icon Wealth Advisors, LLC | $384.7K | 17,615 | 0.02% | 9q | -2.7%-$10.7K |
| Fiduciary Alliance LLC | $368.2K | 16,857 | 0.02% | 6q | +9.1%+$30.8K |
| Mariner, LLC | $362.1K | 16,578 | 0.00% | 5q | +1.5%+$5.5K |
| Prospera Financial Services Inc | $345.1K | 15,803 | 0.01% | 9q | -8.9%-$33.9K |
| Cambria Investment Management, L.P. | $339.7K | 15,553 | 0.02% | 4q | -0.9%-$2.9K |
| Empowered Funds, LLC | $339.7K | 15,553 | 0.00% | 4q | -0.9%-$2.9K |
| Sigma Planning Corp | $333.8K | 15,285 | 0.01% | 6q | +15.5%+$44.9K |
| Capital Advisors Wealth Management, LLC | $329.7K | 15,097 | 0.04% | 9q | +1.7%+$5.5K |
| Pathstone Holdings, LLC | $327.9K | 15,016 | 0.00% | 9q | +1.7%+$5.4K |
| AQR CAPITAL MANAGEMENT LLC | $315.2K | 14,433 | 0.00% | 5q | HELD |
| Fairman Group, LLC | $300.3K | 13,749 | 0.24% | 9q | -12.5%-$42.8K |
| Whitener Capital Management, Inc. | $287.6K | 13,170 | 0.06% | 9q | -7.9%-$24.7K |
| CreativeOne Wealth, LLC | $283.0K | 12,958 | 0.01% | 7q | -25.9%-$99.0K |
| Financial Network Wealth Advisors LLC | $280.7K | 12,851 | 0.28% | 5q | +0.5%+$1.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $276.2K | 12,647 | 0.00% | 9q | -36.7%-$160.5K |
| Fortis Capital Advisors, LLC | $271.1K | 12,413 | 0.03% | 2q | +2.5%+$6.6K |
| CIBC Bancorp USA Inc. | $267.5K | 12,248 | 0.00% | 2q | -6.7%-$19.2K |
| Vestmark Advisory Solutions, Inc. | $262.1K | 12,000 | 0.00% | 4q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $262.1K | 12,000 | 0.00% | 4q | HELD |
Showing the largest 100 of 167 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 163 | $383.3M | 17,541,231 | 26 | 47 | 47 | 0.0% |
| Q1 2026 | 148 | $377.2M | 16,788,250 | 21 | 47 | 36 | 0.0% |
| Q4 2025 | 134 | $310.8M | 15,642,909 | 10 | 46 | 42 | 0.0% |
| Q3 2025 | 129 | $253.8M | 12,801,693 | 15 | 44 | 33 | 0.0% |
| Q2 2025 | 127 | $268.2M | 13,600,708 | 13 | 47 | 33 | 0.0% |
| Q1 2025 | 121 | $264.3M | 13,029,841 | 9 | 37 | 39 | 0.0% |
| Q4 2024 | 131 | $274.3M | 14,070,414 | 13 | 29 | 40 | 0.0% |
| Q3 2024 | 123 | $260.0M | 13,432,288 | 16 | 36 | 34 | 0.0% |
| Q2 2024 | 126 | $277.4M | 14,925,598 | 126 | 0 | 0 | 0.0% |