Vault-13

FIRST TR EXCHNG TRADED FD VI EIPI

FT ENERGY INCOME · ETP · CUSIP 33740F276

138 institutional holders +4 vs Q1 2025
27,052,25227.1m shares reported held*
$291.8mreported value*
15 new 57 added 39 reduced 13 sold out net bought ≈ $22.9m (+13.4m 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 ≈ $10.79.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q2 24: 135Q3 24: 131Q4 24: 138Q1 25: 134Q2 25: 138138Q2 24Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q2 2024135
Q3 2024131
Q4 2024138
Q1 2025134
Q2 2025138

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 25Q2 25: 72 bought or addedQ2 25: 52 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20245662
Q4 20244862
Q1 20256159
Q2 20257252

Biggest buyers

Proficio Capital Partners LLC New +12,937,487+12.9m
ROYAL BANK OF CANADA Added +588,677+588.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +140,760+140.8k
BROWN BROTHERS HARRIMAN & CO New +79,619+79.6k
OSAIC HOLDINGS, INC. Added +44,197+44.2k
OLD MISSION CAPITAL LLC Added +38,100+38.1k
Coastal Bridge Advisors, LLC Added +19,888+19.9k
IHT Wealth Management, LLC New +19,763+19.8k
Rockefeller Capital Management L.P. Added +19,395+19.4k
Concurrent Investment Advisors, LLC New +18,183+18.2k

Biggest sellers

Advisors Asset Management, Inc. Reduced -165,354-165.4k
Wealthspire Advisors, LLC Reduced -70,262-70.3k
UBS Group AG Reduced -64,738-64.7k
BRIDGES INVESTMENT MANAGEMENT INC Reduced -53,860-53.9k
COHEN & STEERS, INC. Reduced -50,000-50.0k
MORGAN STANLEY Reduced -49,369-49.4k
Cambridge Investment Research Advisors, Inc. Reduced -34,086-34.1k
AMERIFLEX GROUP, INC. Sold out -24,389-24.4k
RAYMOND JAMES FINANCIAL INC Reduced -17,368-17.4k
Modern Wealth Management, LLC Reduced -13,419-13.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Proficio Capital Partners LLC 0.83% of their portfolio NEWTON, MA 12,937,48712.9m $13.4m $13.4m 0.83% New
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,322,8132.3m $45.8m $45.8m 0.00% Reduced -49.4k -49,369
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,518,0981.5m $29.9m $29.9m 0.00% Added +588.7k +588,677
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,005,3421.0m $19.8m $19.8m 0.01% Added +7.8k +7,752
5 Coastal Bridge Advisors, LLC 1.46% of their portfolio WESTPORT, CT 892,783892.8k $17.6m $17.6m 1.46% Added +19.9k +19,888
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 870,211870.2k $17.2m $17.2m 0.00% Reduced -64.7k -64,738
7 Wealthspire Advisors, LLC 0.09% of their portfolio NEW YORK, NY 835,348835.3k $16.5m $16.5m 0.09% Reduced -70.3k -70,262
8 Modern Wealth Management, LLC 0.40% of their portfolio KANSAS CITY, MO 814,854814.9k $16.1m $16.1m 0.40% Reduced -13.4k -13,419
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 467,318467.3k $9.2m $9.2m 0.00% Reduced -17.4k -17,368
10 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 369,270369.3k $7.3m $7.3m 0.13% Reduced -165.4k -165,354
11 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 289,673289.7k $5.7m $5.7m 0.02% Reduced -34.1k -34,086
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 264,480264.5k $5.2m $5.2m 0.01% Added +44.2k +44,197
13 LongView Wealth Management 1.29% of their portfolio ATLANTA, GA 215,874215.9k $4.3m $4.3m 1.29% Added +350 +350
14 OPPENHEIMER & CO INC 0.05% of their portfolio NEW YORK, NY 189,379189.4k $3.7m $3.7m 0.05% Added +1.0k +1,042
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 166,475166.5k $3.3m $3.3m 0.01% Added +140.8k +140,760
16 Sowell Financial Services LLC 0.12% of their portfolio NORTH LITTLE ROCK, AR 155,262155.3k $3.1m $3.1m 0.12% Reduced -839 -839
17 Cambridge Advisors Inc. 0.58% of their portfolio OMAHA, NE 141,873141.9k $2.8m $2.8m 0.58% Added +3.2k +3,244
18 Retirement Planning Co of New England, Inc. 1.24% of their portfolio Warwick, RI 141,504141.5k $2.8m $2.8m 1.24% Added +1.9k +1,939
19 NOTTINGHAM ADVISORS, INC. 0.37% of their portfolio AMHERST, NY 126,732126.7k $2.5m $2.5m 0.37% Added +870 +870
20 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 126,039126.0k $2.5m $2.5m 0.04% Added +160 +160
21 BRIDGES INVESTMENT MANAGEMENT INC 0.03% of their portfolio OMAHA, NE 121,300121.3k $2.4m $2.4m 0.03% Reduced -53.9k -53,860
22 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 114,504114.5k $2.3m $2.3m 0.01% Added +7.7k +7,663
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 105,867105.9k $2.1m $2.1m 0.00% Added +14.6k +14,595
24 NWF Advisory Services Inc. 0.25% of their portfolio Los Angeles, CA 104,635104.6k $2.1m $2.1m 0.25% Added +5.2k +5,200
25 Community Bank, N.A. 0.26% of their portfolio DeWitt, NY 100,000100.0k $2.0m $2.0m 0.26% Unchanged
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 98,83398.8k $1.9m $1.9m 0.00% Reduced -2.0k -2,003
27 Mystic Asset Management, Inc. 0.46% of their portfolio Warwick, RI 96,96797.0k $1.9m $1.9m 0.46% Added +720 +720
28 WINEBRENNER CAPITAL MANAGEMENT LLC 1.37% of their portfolio LOUISVILLE, KY 85,95286.0k $1.7m $1.7m 1.37% Reduced -242 -242
29 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 84,89584.9k $1.7m $1.7m 0.03% Added +3.9k +3,875
30 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 84,61384.6k $1.7m $1.7m 0.01% Added +13.5k +13,508
31 BROWN BROTHERS HARRIMAN & CO 0.01% of their portfolio NEW YORK, NY 79,61979.6k $1.6m $1.6m 0.01% New
32 KINGSWOOD WEALTH ADVISORS, LLC 0.12% of their portfolio SAN DIEGO, CA 79,52079.5k $1.6m $1.6m 0.12% Reduced -3.7k -3,700
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 79,45479.5k $1.6m $1.6m 0.00% Added +2.2k +2,225
34 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 69,93569.9k $1.4m $1.4m 0.04% Reduced -1.7k -1,717
35 ALTFEST L J & CO INC 0.16% of their portfolio NEW YORK, NY 68,06468.1k $1.3m $1.3m 0.16% Added +559 +559
36 Strait & Sound Wealth Management LLC 0.56% of their portfolio SAN FRANCISCO, CA 67,31367.3k $1.3m $1.3m 0.56% Added +5.8k +5,843
37 Magnus Financial Group LLC 0.11% of their portfolio NEW YORK, NY 64,07164.1k $1.3m $1.3m 0.11% Reduced -8.8k -8,805
38 CoreCap Advisors, LLC 0.05% of their portfolio SOUTHFIELD, MI 61,86761.9k $1.2m $1.2m 0.05% Added +250 +250
39 OLD MISSION CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 61,34261.3k $1.2m $1.2m 0.03% Added +38.1k +38,100
40 Moloney Securities Asset Management, LLC 0.15% of their portfolio MANCHESTER, MO 61,00361.0k $1.2m $1.2m 0.15% Added +1.2k +1,190
41 Formidable Asset Management, LLC 0.19% of their portfolio CINCINNATI, OH 55,52355.5k $1.1m $1.1m 0.19% Unchanged
42 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 54,42854.4k $1.1m $1.1m 0.01% Unchanged
43 LANARK FINANCIAL, INC. 0.08% of their portfolio BIRMINGHAM, AL 52,63752.6k $1.0m $1.0m 0.08% Added +6.2k +6,240
44 AlTi Global, Inc. 0.02% of their portfolio NEW YORK, NY 48,53948.5k $957.2k $957.2k 0.02% Reduced -132 -132
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 47,64047.6k $939.5k $939.5k 0.00% Added +414 +414
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 46,09346.1k $908.9k $908.9k 0.00% Reduced -439 -439
47 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 45,60545.6k $899.3k $899.3k 0.01% Added +814 +814
48 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 44,55444.6k $878.6k $878.6k 0.01% Reduced -3.8k -3,833
49 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 42,41342.4k $836.4k $836.4k 0.01% Added +14 +14
50 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 41,38241.4k $816.0k $816.0k 0.01% Reduced -203 -203
51 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 40,75140.8k $803.6k $803.6k 0.00% Reduced -4.7k -4,675
52 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,34439.3k $775.9k $775.9k 0.00% Added +1.1k +1,140
53 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 38,93738.9k $768.0k $768.0k 0.00% Reduced -50.0k -50,000
54 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 38,79038.8k $764.9k $764.9k 0.00% Added +19.4k +19,395
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 37,66437.7k $742.7k $742.7k 0.00% Reduced -1.3k -1,328
56 WESPAC Advisors, LLC 0.48% of their portfolio ORINDA, CA 35,04835.0k $691.1k $691.1k 0.48% Added +775 +775
57 Latash Investments, LLC 0.49% of their portfolio ANCHORAGE, AK 32,16832.2k $634.3k $634.3k 0.49% Unchanged
58 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 30,28530.3k $596.9k $596.9k 0.01% Added +180 +180
59 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 27,43527.4k $541.0k $541.0k 0.03% Added +981 +981
60 Armor Investment Advisors, LLC 0.20% of their portfolio RALEIGH, NC 27,11327.1k $534.7k $534.7k 0.20% Reduced -1.9k -1,898
61 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 26,94126.9k $531.3k $531.3k 0.01% Reduced -4.8k -4,829
62 SMITH, MOORE & CO. 0.04% of their portfolio CLAYTON, MO 26,05226.1k $513.7k $513.7k 0.04% Added +13.0k +12,965
63 Koshinski Asset Management, Inc. 0.04% of their portfolio DECATUR, IL 25,20725.2k $497.1k $497.1k 0.04% Added +15 +15
64 COMERICA BANK 0.00% of their portfolio DALLAS, TX 24,95825.0k $492.2k $492.2k 0.00% Added +4.8k +4,758
65 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,93424.9k $491.7k $491.7k 0.00% Reduced -3.1k -3,121
66 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 21,41821.4k $422.0k $422.0k 0.00% Reduced -998 -998
67 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 21,30621.3k $420.1k $420.1k 0.02% Added +2.5k +2,471
68 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 21,28721.3k $419.8k $419.8k 0.00% Reduced -923 -923
69 PUFF WEALTH MANAGEMENT, LLC 0.68% of their portfolio Haddonfield, NJ 21,24921.2k $419.0k $419.0k 0.68% Added +328 +328
70 L.M. KOHN & COMPANY 0.11% of their portfolio CINCINNATI, OH 21,02221.0k $414.5k $414.5k 0.11% Added +7.5k +7,541
71 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 20,80920.8k $410.4k $410.4k 0.01% Added +1.7k +1,735
72 Icon Wealth Advisors, LLC 0.03% of their portfolio HOUSTON, TX 19,81519.8k $390.8k $390.8k 0.03% Added +374 +374
73 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 19,76319.8k $389.7k $389.7k 0.01% New
74 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 18,18318.2k $358.6k $358.6k 0.01% New
75 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 17,41517.4k $343.4k $343.4k 0.00% Added +325 +325
76 Whitener Capital Management, Inc. 0.09% of their portfolio Rocky Mount, NC 17,31217.3k $341.4k $341.4k 0.09% Reduced -1.4k -1,407
77 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 16,29616.3k $321.4k $321.4k 0.00% Added +75 +75
78 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,23716.2k $320.2k $320.2k 0.00% New
79 WHITTIER TRUST CO OF NEVADA INC 0.01% of their portfolio RENO, NV 16,06016.1k $316.5k $316.5k 0.01% Unchanged
80 Fairman Group, LLC 0.25% of their portfolio CHESTERBROOK, PA 15,70915.7k $309.8k $309.8k 0.25% Unchanged
81 Fiduciary Alliance LLC 0.02% of their portfolio GREENVILLE, SC 15,44915.4k $304.7k $304.7k 0.02% Reduced -315 -315
82 Prosperity Wealth Management, Inc. 0.11% of their portfolio San Ramon, CA 15,38315.4k $303.4k $303.4k 0.11% Added +1.6k +1,636
83 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 15,37715.4k $303.2k $303.2k 0.01% Unchanged
84 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,43314.4k $284.6k $284.6k 0.00% New
85 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 14,14114.1k $278.9k $278.9k 0.00% Unchanged
86 Capital Advisors Wealth Management, LLC 0.04% of their portfolio YAKIMA, WA 14,05514.1k $277.2k $277.2k 0.04% Added +269 +269
87 Kesler, Norman & Wride, LLC 0.05% of their portfolio OGDEN, UT 14,04914.0k $277.0k $277.0k 0.05% Reduced -372 -372
88 Kovack Advisors, Inc. 0.02% of their portfolio FT. LAUDERDALE, FL 12,78612.8k $252.1k $252.1k 0.02% Reduced -550 -550
89 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,72111.7k $231.1k $231.1k 0.00% New
90 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 11,67011.7k $230.1k $230.1k 0.01% Added +477 +477
91 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 11,31811.3k $225.1k $225.1k 0.00% Added +83 +83
92 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 11,01711.0k $217.3k $217.3k 0.01% Reduced -2.1k -2,130
93 Stegent Equity Advisors, Inc. 0.19% of their portfolio HOUSTON, TX 10,90610.9k $215.1k $215.1k 0.19% Unchanged
94 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,82910.8k $213.5k $213.5k 0.00% Reduced -532 -532
95 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 10,28210.3k $202.8k $202.8k 0.00% Unchanged
96 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 9,8669.9k $194.6k $194.6k 0.01% Reduced -539 -539
97 Whipplewood Advisors, LLC 0.09% of their portfolio LITTLETON, CO 8,3508.3k $164.7k $164.7k 0.09% Added +8.3k +8,337
98 West Branch Capital LLC 0.03% of their portfolio AMHERST, MA 5,9115.9k $116.6k $116.6k 0.03% Unchanged
99 THOMPSON INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MADISON, WI 4,5754.6k $90.2k $90.2k 0.01% New
100 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 4,1464.1k $81.8k $81.8k 0.00% Unchanged