# FIRST TR EXCHANGE-TRADED FD (EIPX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EIPX/

- Reporting holders: 3
- Reported value: $3.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $3.1M | 98,018 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $19.4K | 619 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.7K | 277 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $3.1M |
| Q2 2026 | 57 | $460.8M |
| Q1 2026 | 49 | $461.5M |
| Q4 2025 | 42 | $364.9M |
| Q3 2025 | 36 | $354.8M |
| Q2 2025 | 37 | $347.6M |
| Q1 2025 | 39 | $367.5M |
| Q4 2024 | 30 | $329.5M |
| Q3 2024 | 27 | $309.8M |
| Q2 2024 | 21 | $294.7M |
| Q1 2024 | 18 | $271.6M |
| Q4 2023 | 14 | $224.1M |