FIRST TR EXCHANGE-TRADED FD (EIPX)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
56
Reporting holders
$456.9M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | $154.4M | 4,931,716 | 3.19% | 11q | +6.4%+$9.2M |
| Fiduciary Trust Co | $153.8M | 4,912,761 | 1.67% | 15q | -2.6%-$4.1M |
| Cerity Partners OCIO LLC | $73.0M | 2,333,859 | 3.70% | 9q | -1.5%-$1.1M |
| LPL Financial LLC | $9.9M | 317,542 | 0.00% | 13q | -2.7%-$278.0K |
| STIFEL FINANCIAL CORP | $7.7M | 247,310 | 0.01% | 14q | HELD |
| RAYMOND JAMES FINANCIAL INC | $5.8M | 185,481 | 0.00% | 7q | +4.9%+$270.2K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $5.7M | 182,710 | 0.11% | 2q | +13.4%+$675.5K |
| Vestmark Advisory Solutions, Inc. | $5.7M | 182,005 | 0.05% | 2q | +13.3%+$670.6K |
| Rockefeller Capital Management L.P. | $3.6M | 114,087 | 0.01% | 15q | +2.4%+$85.2K |
| EASTERN BANK | $3.1M | 98,217 | 0.05% | 3q | +24.7%+$608.4K |
| Summit Trail Advisors, LLC | $2.9M | 91,619 | 0.04% | 8q | +3.6%+$100.3K |
| SCS Capital Management LLC | $2.6M | 83,600 | 0.02% | 6q | HELD |
| Arax Advisory Partners | $2.2M | 71,332 | 0.01% | 3q | +3.6%+$77.7K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $2.1M | 65,788 | 0.86% | 4q | +30.1%+$475.9K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $2.0M | 64,012 | 0.86% | new | NEW |
| Cetera Investment Advisers | $1.9M | 61,452 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $1.8M | 56,722 | 0.01% | 9q | +40.8%+$514.7K |
| HBW ADVISORY SERVICES LLC | $1.6M | 52,063 | 0.15% | 5q | +1.7%+$26.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 49,236 | 0.00% | 2q | -12.8%-$225.9K |
| UBS Group AG | $1.3M | 41,692 | 0.00% | 10q | +8.7%+$104.5K |
| Modern Wealth Management, LLC | $1.1M | 34,023 | 0.01% | 7q | -1.7%-$18.6K |
| Signal Advisors Wealth, LLC | $1.0M | 32,040 | 0.05% | new | NEW |
| Legacy Wealth Managment, LLC/ID | $963.5K | 30,782 | 0.40% | 8q | +18.3%+$149.0K |
| StoneX Group Inc. | $917.3K | 29,306 | 0.04% | 3q | +13.7%+$110.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $890.8K | 28,461 | 0.01% | 6q | +13.6%+$106.5K |
| Concurrent Investment Advisors, LLC | $884.7K | 28,267 | 0.01% | 3q | +2.7%+$23.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $869.9K | 27,794 | 0.00% | 7q | +9.6%+$76.0K |
| MORGAN STANLEY | $795.2K | 25,405 | 0.00% | 11q | +0.8%+$6.4K |
| OneDigital Investment Advisors LLC | $725.9K | 23,192 | 0.01% | 3q | HELD |
| CVA Family Office, LLC | $650.9K | 20,796 | 0.06% | 8q | +0.8%+$4.9K |
| Sigma Planning Corp | $641.9K | 20,508 | 0.02% | 6q | +30.7%+$151.0K |
| Private Advisor Group, LLC | $616.0K | 19,680 | 0.00% | 14q | +6.6%+$38.1K |
| ROYAL BANK OF CANADA | $609.0K | 19,456 | 0.00% | 9q | -46.6%-$532.1K |
| JANE STREET GROUP, LLC | $568.2K | 18,152 | 0.00% | 6q | -52.4%-$626.5K |
| Van Diest Capital, LLC | $525.8K | 16,799 | 0.47% | 3q | +123.0%+$290.1K |
| Inscription Capital, LLC | $381.7K | 12,194 | 0.03% | 2q | +79.3%+$168.8K |
| US BANCORP \DE\ | $370.1K | 11,825 | 0.00% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $273.7K | 8,744 | 0.00% | 2q | +37.0%+$73.9K |
| D.A. DAVIDSON & CO. | $266.1K | 8,503 | 0.00% | 2q | +0.9%+$2.4K |
| ENVESTNET ASSET MANAGEMENT INC | $229.2K | 7,323 | 0.00% | new | NEW |
| Holos Integrated Wealth LLC | $208.6K | 6,572 | 0.10% | 2q | HELD |
| Global Retirement Partners, LLC | $163.0K | 5,208 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $150.2K | 4,799 | 0.00% | 15q | +945.5%+$135.9K |
| IFP Advisors, Inc | $124.1K | 3,964 | 0.00% | 7q | -1.2%-$1.5K |
| PRIVATE TRUST CO NA | $59.6K | 1,903 | 0.00% | 4q | +37.7%+$16.3K |
| Daytona Street Capital LLC | $54.9K | 2,490 | 0.04% | new | NEW |
| AE Wealth Management LLC | $45.5K | 1,454 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $40.4K | 1,291 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $25.0K | 800 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $20.6K | 659 | 0.00% | 5q | +32850.0%+$20.6K |
| FRANKLIN RESOURCES INC | $12.6K | 403 | 0.00% | 2q | HELD |
| Abound Wealth Management | $11.9K | 380 | 0.00% | new | NEW |
| Front Row Advisors LLC | $11.2K | 342 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $8.7K | 279 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $4.4K | 139 | 0.00% | 10q | +0.7% |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 78,954 | 0.00% | 7q | +91.0%+$1.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $1.7K | 55 | 0.00% | 2q | HELD |
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 | 56 | $456.9M | 14,597,192 | 10 | 29 | 8 | 0.0% |
| Q1 2026 | 48 | $460.2M | 14,309,109 | 12 | 20 | 11 | 0.0% |
| Q4 2025 | 39 | $361.3M | 13,666,238 | 6 | 16 | 10 | 0.0% |
| Q3 2025 | 32 | $350.7M | 13,401,180 | 3 | 13 | 8 | 0.0% |
| Q2 2025 | 34 | $344.5M | 13,439,314 | 4 | 16 | 10 | 0.0% |
| Q1 2025 | 36 | $366.3M | 14,070,122 | 11 | 13 | 8 | 0.0% |
| Q4 2024 | 28 | $328.9M | 13,407,031 | 4 | 14 | 4 | 0.0% |
| Q3 2024 | 27 | $309.8M | 12,812,151 | 5 | 9 | 5 | 0.0% |
| Q2 2024 | 21 | $294.7M | 12,619,123 | 6 | 9 | 3 | 0.0% |
| Q1 2024 | 17 | $271.2M | 11,763,778 | 5 | 9 | 3 | 0.0% |
| Q4 2023 | 13 | $224.1M | 10,530,779 | 3 | 5 | 3 | 0.0% |
| Q3 2023 | 10 | $143.7M | 6,810,937 | 1 | 6 | 3 | 0.0% |
| Q2 2023 | 9 | $129.8M | 6,447,779 | 1 | 3 | 3 | 0.0% |
| Q1 2023 | 9 | $106.0M | 5,334,180 | 4 | 2 | 0 | 0.0% |
| Q4 2022 | 6 | $94.4M | 4,734,658 | 6 | 0 | 0 | 0.0% |