Vault-13

FIRST TR EXCHNG TRADED FD VI EIPI

FT ENERGY INCOME · ETP · CUSIP 33740F276

134 institutional holders -4 vs Q4 2024
13,621,37913.6m shares reported held*
$276.5mreported value*
13 new 48 added 46 reduced 13 sold out net sold ≈ $7.9m (-395.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.30.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 135Q3 24: 131Q4 24: 138Q1 25: 134134Q2 24Q3 24Q4 24Q1 25
Numbers
QuarterHolders
Q2 2024135
Q3 2024131
Q4 2024138
Q1 2025134

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 56 bought or addedQ3 24: 62 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 62 cut or sold outQ4 24Q1 25: 61 bought or addedQ1 25: 59 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q3 20245662
Q4 20244862
Q1 20256159

Biggest buyers

LPL Financial LLC Added +157,738+157.7k
Coastal Bridge Advisors, LLC Added +135,148+135.1k
ROYAL BANK OF CANADA Added +107,708+107.7k
NOTTINGHAM ADVISORS, INC. Added +100,000+100.0k
Community Bank, N.A. New +100,000+100.0k
NWF Advisory Services Inc. New +99,435+99.4k
OSAIC HOLDINGS, INC. Added +59,181+59.2k
OPPENHEIMER & CO INC Added +49,292+49.3k
LANARK FINANCIAL, INC. Added +46,389+46.4k
D.A. DAVIDSON & CO. Added +39,845+39.8k

Biggest sellers

Baird Financial Group, Inc. Reduced -478,617-478.6k
MGO ONE SEVEN LLC Reduced -266,546-266.5k
MORGAN STANLEY Reduced -151,578-151.6k
Advisors Asset Management, Inc. Reduced -145,309-145.3k
COHEN & STEERS, INC. Reduced -78,000-78.0k
OLD MISSION CAPITAL LLC Reduced -69,575-69.6k
FLOW TRADERS U.S. LLC Sold out -54,456-54.5k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -46,589-46.6k
AMERIPRISE FINANCIAL INC Sold out -38,493-38.5k
Schechter Investment Advisors, LLC Sold out -37,958-38.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,372,1822.4m $48.1m $48.1m 0.00% Reduced -151.6k -151,578
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 997,590997.6k $20.2m $20.2m 0.01% Added +157.7k +157,738
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 934,949934.9k $19.0m $19.0m 0.00% Added +39.2k +39,188
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 929,421929.4k $18.9m $18.9m 0.00% Added +107.7k +107,708
5 Wealthspire Advisors, LLC 0.11% of their portfolio NEW YORK, NY 905,610905.6k $18.4m $18.4m 0.11% Added +27.5k +27,464
6 Coastal Bridge Advisors, LLC 2.53% of their portfolio WESTPORT, CT 872,895872.9k $17.7m $17.7m 2.53% Added +135.1k +135,148
7 Modern Wealth Management, LLC 0.54% of their portfolio KANSAS CITY, MO 828,273828.3k $16.8m $16.8m 0.54% Added +24.0k +24,028
8 Advisors Asset Management, Inc. 0.20% of their portfolio Monument, CO 534,624534.6k $10.8m $10.8m 0.20% Reduced -145.3k -145,309
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 484,686484.7k $9.8m $9.8m 0.00% Reduced -4.9k -4,860
10 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 323,759323.8k $6.6m $6.6m 0.02% Added +10.7k +10,705
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 220,283220.3k $4.5m $4.5m 0.01% Added +59.2k +59,181
12 LongView Wealth Management 1.31% of their portfolio ATLANTA, GA 215,524215.5k $4.4m $4.4m 1.31% Reduced -6.3k -6,317
13 OPPENHEIMER & CO INC 0.06% of their portfolio NEW YORK, NY 188,337188.3k $3.8m $3.8m 0.06% Added +49.3k +49,292
14 BRIDGES INVESTMENT MANAGEMENT INC 0.05% of their portfolio OMAHA, NE 175,160175.2k $3.6m $3.6m 0.05% Unchanged
15 Sowell Financial Services LLC 0.14% of their portfolio NORTH LITTLE ROCK, AR 156,101156.1k $3.2m $3.2m 0.14% Added +577 +577
16 Retirement Planning Co of New England, Inc. 1.41% of their portfolio Warwick, RI 139,565139.6k $2.8m $2.8m 1.41% Added +2.4k +2,380
17 Cambridge Advisors Inc. 0.62% of their portfolio OMAHA, NE 138,629138.6k $2.8m $2.8m 0.62% Reduced -994 -994
18 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 125,879125.9k $2.6m $2.6m 0.05% Added +140 +140
19 NOTTINGHAM ADVISORS, INC. 0.39% of their portfolio AMHERST, NY 125,862125.9k $2.6m $2.6m 0.39% Added +100.0k +100,000
20 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 106,841106.8k $2.2m $2.2m 0.01% Added +6.4k +6,370
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 100,836100.8k $2.0m $2.0m 0.00% Reduced -3.1k -3,098
22 Community Bank, N.A. 0.27% of their portfolio DeWitt, NY 100,000100.0k $2.0m $2.0m 0.27% New
23 NWF Advisory Services Inc. 0.28% of their portfolio Los Angeles, CA 99,43599.4k $2.0m $2.0m 0.28% New
24 Mystic Asset Management, Inc. 0.52% of their portfolio Warwick, RI 96,24796.2k $2.0m $2.0m 0.52% Reduced -2.2k -2,213
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 91,27291.3k $1.9m $1.9m 0.00% Added +7.5k +7,533
26 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 88,93788.9k $1.8m $1.8m 0.00% Reduced -78.0k -78,000
27 WINEBRENNER CAPITAL MANAGEMENT LLC 1.58% of their portfolio LOUISVILLE, KY 86,19486.2k $1.7m $1.7m 1.58% Reduced -2.0k -1,976
28 KINGSWOOD WEALTH ADVISORS, LLC 0.15% of their portfolio SAN DIEGO, CA 83,22083.2k $1.7m $1.7m 0.15% Reduced -1.7k -1,680
29 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 81,02081.0k $1.6m $1.6m 0.04% Added +65 +65
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 77,22977.2k $1.6m $1.6m 0.00% Added +4.6k +4,589
31 Magnus Financial Group LLC 0.14% of their portfolio NEW YORK, NY 72,87672.9k $1.5m $1.5m 0.14% Reduced -1.0k -1,000
32 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 71,65271.7k $1.5m $1.5m 0.06% Reduced -266.5k -266,546
33 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 71,10571.1k $1.4m $1.4m 0.01% Added +39.8k +39,845
34 ALTFEST L J & CO INC 0.17% of their portfolio NEW YORK, NY 67,50567.5k $1.4m $1.4m 0.17% Added +1.0k +1,003
35 CoreCap Advisors, LLC 0.06% of their portfolio SOUTHFIELD, MI 61,61761.6k $1.3m $1.3m 0.06% Reduced -37.6k -37,648
36 Strait & Sound Wealth Management LLC 0.58% of their portfolio SAN FRANCISCO, CA 61,47061.5k $1.2m $1.2m 0.58% Added +14.3k +14,291
37 Moloney Securities Asset Management, LLC 0.16% of their portfolio MANCHESTER, MO 59,81359.8k $1.2m $1.2m 0.16% Reduced -15 -15
38 Formidable Asset Management, LLC 0.19% of their portfolio CINCINNATI, OH 55,52355.5k $1.1m $1.1m 0.19% Reduced -3.3k -3,311
39 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 54,42854.4k $1.1m $1.1m 0.01% Reduced -1.8k -1,841
40 AlTi Global, Inc. 0.03% of their portfolio NEW YORK, NY 48,67148.7k $987.5k $987.5k 0.03% Reduced -3.9k -3,876
41 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 48,38748.4k $981.8k $981.8k 0.01% Unchanged
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 47,22647.2k $958.2k $958.2k 0.00% Reduced -11.7k -11,657
43 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 46,53246.5k $944.1k $944.1k 0.01% Added +613 +613
44 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 46,39746.4k $941.0k $941.0k 0.08% Added +46.4k +46,389
45 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 45,42645.4k $921.7k $921.7k 0.01% Reduced -185 -185
46 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 44,79144.8k $908.8k $908.8k 0.01% Reduced -930 -930
47 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 42,39942.4k $860.3k $860.3k 0.01% Reduced -94 -94
48 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 41,58541.6k $843.8k $843.8k 0.01% Added +1.0k +1,033
49 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 38,99239.0k $791.1k $791.1k 0.00% Reduced -428 -428
50 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 38,20438.2k $775.1k $775.1k 0.00% Reduced -2.1k -2,101
51 WESPAC Advisors, LLC 0.57% of their portfolio ORINDA, CA 34,27334.3k $695.4k $695.4k 0.57% Reduced -2.2k -2,244
52 Latash Investments, LLC 0.54% of their portfolio ANCHORAGE, AK 32,16832.2k $652.7k $652.7k 0.54% Unchanged
53 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 31,77031.8k $644.6k $644.6k 0.02% Added +8.7k +8,743
54 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 30,10530.1k $610.8k $610.8k 0.01% Reduced -523 -523
55 Armor Investment Advisors, LLC 0.24% of their portfolio RALEIGH, NC 29,01129.0k $588.6k $588.6k 0.24% Reduced -352 -352
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 28,05528.1k $569.2k $569.2k 0.00% Added +998 +998
57 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 26,45426.5k $536.8k $536.8k 0.03% Reduced -575 -575
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,71525.7k $521.8k $521.8k 0.00% New
59 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 25,19225.2k $511.2k $511.2k 0.04% Added +937 +937
60 AMERIFLEX GROUP, INC. 0.20% of their portfolio LAS VEGAS, NV 24,38924.4k $494.9k $494.9k 0.20% Reduced -1.8k -1,797
61 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 23,24223.2k $471.6k $471.6k 0.01% Reduced -69.6k -69,575
62 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 22,41622.4k $455.0k $455.0k 0.00% Added +150 +150
63 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 22,21022.2k $450.6k $450.6k 0.00% Added +8.5k +8,462
64 PUFF WEALTH MANAGEMENT, LLC 0.75% of their portfolio Haddonfield, NJ 20,92120.9k $424.5k $424.5k 0.75% Added +313 +313
65 COMERICA BANK 0.00% of their portfolio DALLAS, TX 20,20020.2k $409.9k $409.9k 0.00% Reduced -334 -334
66 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 19,44119.4k $394.5k $394.5k 0.03% Added +355 +355
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,39519.4k $393.5k $393.5k 0.00% Reduced -3 -3
68 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 19,07419.1k $387.0k $387.0k 0.01% Added +1.7k +1,732
69 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 18,83518.8k $382.2k $382.2k 0.02% Unchanged
70 Whitener Capital Management, Inc. 0.11% of their portfolio Rocky Mount, NC 18,71918.7k $379.8k $379.8k 0.11% Reduced -258 -258
71 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 17,09017.1k $346.7k $346.7k 0.00% Added +310 +310
72 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 16,22116.2k $329.1k $329.1k 0.01% Added +87 +87
73 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 16,06016.1k $325.7k $325.7k 0.01% Unchanged
74 Fiduciary Alliance LLC 0.03% of their portfolio GREENVILLE, SC 15,76415.8k $319.9k $319.9k 0.03% New
75 Fairman Group, LLC 0.28% of their portfolio CHESTERBROOK, PA 15,70915.7k $306.2k $306.2k 0.28% Unchanged
76 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 15,37715.4k $312.0k $312.0k 0.02% New
77 Kesler, Norman & Wride, LLC 0.06% of their portfolio OGDEN, UT 14,42114.4k $292.6k $292.6k 0.06% Added +40 +40
78 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 14,14114.1k $253.4k $253.4k 0.00% New
79 Capital Advisors Wealth Management, LLC 0.05% of their portfolio YAKIMA, WA 13,78613.8k $279.7k $279.7k 0.05% Added +254 +254
80 Prosperity Wealth Management, Inc. 0.13% of their portfolio San Ramon, CA 13,74713.7k $278.9k $278.9k 0.13% Reduced -1.5k -1,540
81 L.M. KOHN & COMPANY 0.07% of their portfolio CINCINNATI, OH 13,48113.5k $273.5k $273.5k 0.07% Unchanged
82 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 13,33613.3k $270.6k $270.6k 0.03% Reduced -186 -186
83 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 13,14713.1k $266.8k $266.8k 0.01% Reduced -81 -81
84 SMITH, MOORE & CO. 0.02% of their portfolio CLAYTON, MO 13,08713.1k $265.5k $265.5k 0.02% Added +12 +12
85 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 12,84912.8k $260.7k $260.7k 0.00% Reduced -478.6k -478,617
86 Catalina Capital Group, LLC 0.17% of their portfolio Torrance, CA 12,43112.4k $252.2k $252.2k 0.17% Reduced -150 -150
87 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,36111.4k $230.5k $230.5k 0.00% Reduced -3.6k -3,591
88 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 11,23511.2k $228.0k $228.0k 0.00% Reduced -940 -940
89 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 11,19311.2k $227.1k $227.1k 0.01% New
90 Stegent Equity Advisors, Inc. 0.22% of their portfolio HOUSTON, TX 10,90610.9k $221.3k $221.3k 0.22% Unchanged
91 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 10,40510.4k $211.1k $211.1k 0.01% Reduced -212 -212
92 Morey & Quinn Wealth Partners, LLC 0.17% of their portfolio OMAHA, NE 10,29310.3k $208.8k $208.8k 0.17% Added +192 +192
93 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 10,28210.3k $208.6k $208.6k 0.00% Reduced -428 -428
94 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 10,22110.2k $207.4k $207.4k 0.02% Added +7 +7
95 BOKF, NA 0.00% of their portfolio TULSA, OK 9,7439.7k $197.7k $197.7k 0.00% Added +1.7k +1,722
96 West Branch Capital LLC 0.04% of their portfolio AMHERST, MA 5,9115.9k $119.9k $119.9k 0.04% Unchanged
97 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 4,1464.1k $84.1k $84.1k 0.00% Added +2.3k +2,314
98 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 4,1354.1k $83.9k $83.9k 0.00% Added +5 +5
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,8373.8k $78.1k $78.1k 0.00% Unchanged
100 CAROLINAS WEALTH CONSULTING LLC 0.02% of their portfolio CHARLOTTE, NC 3,5523.6k $72.1k $72.1k 0.02% Unchanged