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FT Energy Income Partners Strategy ETF (EIPX) Institutional Ownership

$33.71 -0.09 (-0.27%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for FT Energy Income Partners Strategy ETF (NYSEARCA:EIPX)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$31.34M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.34M
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EIPX Institutional Buying and Selling by Quarter

FT Energy Income Partners Strategy ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Legacy Wealth Managment LLC ID30,782$963K0.4%+18.3%0.178%
8/22/2026 Concurrent Investment Advisors LLC28,267$885K0.0%+2.7%0.163%
7/1/2026 Eastern Bank98,217$3.07M0.0%+24.7%0.606%
5/18/2026 Royal Bank of Canada36,454$1.17M0.0%+192.7%0.225%
5/15/2026 Van Diest Capital LLC7,532$242K0.2%-11.7%0.046%
5/14/2026 Modern Wealth Management LLC34,618$1.10M0.0%+8.2%0.214%
5/7/2026 Legacy Wealth Managment LLC ID26,021$837K0.4%-15.3%0.161%
5/7/2026 AlTi Global Inc.4,637,146$149.12M3.2%+4.8%28.624%
5/5/2026 D.A. Davidson & CO.8,425$271K0.0%N/A0.052%
5/5/2026 Sigma Planning Corp15,685$504K0.0%+13.2%0.097%
5/4/2026 HBW Advisory Services LLC51,215$1.65M0.2%+3.2%0.316%
5/1/2026 Fifth Third Bancorp800$26K0.0%N/A0.005%
4/27/2026 Private Advisor Group LLC18,462$594K0.0%+5.5%0.114%
4/27/2026 Elevation Point Wealth Partners LLC161,129$5.18M0.1%N/A0.998%
4/20/2026 Kestra Private Wealth Services LLC25,058$806K0.0%+16.6%0.155%
3/17/2026 Rockefeller Capital Management L.P.120,181$3.18M0.0%+10.4%0.780%
2/19/2026 Van Diest Capital LLC8,529$226K0.3%N/A0.055%
2/17/2026 Royal Bank of Canada12,456$329K0.0%+29.7%0.081%
2/16/2026 Arax Advisory Partners68,658$1.82M0.1%N/A0.446%
2/13/2026 AlTi Global Inc.4,423,773$116.97M2.5%+0.8%28.726%
2/13/2026 Stifel Financial Corp154,248$4.08M0.0%+3.5%1.002%
2/12/2026 Jane Street Group LLC17,159$454K0.0%-32.1%0.111%
2/12/2026 Commonwealth Equity Services LLC26,028$688K0.0%+19.7%0.169%
2/12/2026 StoneX Group Inc.24,771$655K0.0%N/A0.161%
2/11/2026 Cerity Partners OCIO LLC2,370,562$62.68M3.5%+0.3%15.393%
2/11/2026 LPL Financial LLC265,202$7.01M0.0%-14.2%1.722%
2/9/2026 Marshall Investment Management LLC47,651$1.26M0.6%+1.8%0.309%
2/6/2026 IFP Advisors Inc4,015$106K0.0%-80.9%0.026%
2/3/2026 Legacy Wealth Managment LLC ID30,737$813K0.4%+68.0%0.200%
1/30/2026 Sigma Planning Corp13,850$366K0.0%-3.2%0.090%
1/29/2026 Kestra Private Wealth Services LLC21,483$568K0.0%+4.9%0.140%
1/29/2026 Concurrent Investment Advisors LLC26,790$708K0.0%N/A0.174%
1/26/2026CWM LLC99,315$2.63M0.0%+3.5%0.645%
1/23/2026 HBW Advisory Services LLC49,626$1.31M0.1%+526.1%0.322%
1/14/2026 Eastern Bank100,845$2.67M0.0%N/A0.655%
11/17/2025 Marshall Investment Management LLC46,793$1.22M0.6%N/A0.314%
11/17/2025 Flow Traders U.S. LLC21,244$556K0.0%N/A0.143%
11/14/2025 Raymond James Financial Inc.170,560$4.46M0.0%+0.7%1.145%
11/14/2025 Fiduciary Trust Co5,333,685$139.57M1.6%-0.1%35.797%
11/13/2025 Private Advisor Group LLC17,000$445K0.0%+41.4%0.114%
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11/6/2025 AlTi Global Inc.4,387,022$114.79M2.7%+5.1%29.443%
11/5/2025 Envestnet Asset Management Inc.11,648$305K0.0%-24.0%0.078%
10/22/2025 Cerity Partners OCIO LLC2,362,887$61.83M3.2%-1.6%15.858%
10/16/2025 HBW Advisory Services LLC7,926$207K0.0%-35.8%0.053%
10/15/2025CWM LLC95,962$2.51M0.0%+5.9%0.646%
8/15/2025 Garden State Investment Advisory Services LLC20,925$536K0.1%+3.8%0.142%
8/15/2025 Benjamin Edwards Inc.66,467$1.70M0.0%-10.3%0.452%
8/15/2025 Bank of America Corp DE29,713$762K0.0%N/A0.202%
8/14/2025 Jane Street Group LLC14,534$373K0.0%+16.7%0.099%
8/14/2025 Raymond James Financial Inc.169,327$4.34M0.0%-6.4%1.152%
8/8/2025 Rockefeller Capital Management L.P.98,110$2.52M0.0%+1.9%0.672%
8/6/2025 Legacy Wealth Managment LLC ID16,274$417K0.2%+33.1%0.111%
8/5/2025 Sigma Planning Corp14,208$364K0.0%+62.4%0.097%
7/31/2025 AlTi Global Inc.4,173,401$106.99M2.7%+1.9%28.585%
7/25/2025CWM LLC90,656$2.32M0.0%N/A0.621%
7/16/2025 West Branch Capital LLC1,040$27K0.0%N/A0.007%
7/2/2025 HBW Advisory Services LLC12,344$316K0.0%N/A0.085%
6/2/2025 Modern Wealth Management LLC23,798$620K0.0%+22.5%0.165%
5/19/2025Jane Street Group LLC12,454$324K0.0%N/A0.086%
5/19/2025SCS Capital Management LLC83,600$2.18M0.0%N/A0.581%
5/16/2025Legacy Wealth Managment LLC ID12,228$319K0.2%+13.3%0.081%
5/16/2025AlTi Global Inc.4,093,723$106.64M2.8%+7.5%27.201%
5/15/2025Royal Bank of Canada11,131$290K0.0%-63.4%0.074%
5/15/2025OLD Mission Capital LLC18,771$489K0.0%N/A0.125%
5/14/2025Flow Traders U.S. LLC16,378$427K0.0%N/A0.109%
5/13/2025Raymond James Financial Inc.180,859$4.71M0.0%+5.8%1.202%
5/13/2025Cresset Asset Management LLC309,928$8.07M0.0%-17.3%2.059%
5/13/2025Rock Creek Group LP105,910$2.52M0.3%+100.0%0.704%
5/12/2025Benjamin Edwards Inc.74,101$1.93M0.0%N/A0.492%
5/8/2025Marshall Investment Management LLC40,412$1.05M0.7%N/A0.269%
5/7/2025LPL Financial LLC334,836$8.72M0.0%+58.5%2.225%
5/5/2025IFP Advisors Inc22,081$575K0.0%+3.0%0.147%
5/5/2025Kestra Private Wealth Services LLC15,202$396K0.0%N/A0.101%
5/5/2025Private Advisor Group LLC334,326$8.71M0.1%+0.5%2.221%
5/2/2025Sigma Planning Corp8,748$228K0.0%N/A0.058%
4/28/2025Summit Trail Advisors LLC103,252$2.69M0.1%+4.1%0.686%
4/24/2025Jaffetilchin Investment Partners LLC11,837$308K0.0%N/A0.079%
4/18/2025Prosperity Wealth Management Inc.12,213$318K0.1%-10.3%0.081%
4/16/2025CVA Family Office LLC20,003$521K0.1%-21.6%0.133%
2/17/2025Fiduciary Trust Co5,394,797$132.23M1.7%+0.7%42.816%
2/17/2025Cresset Asset Management LLC374,723$9.18M0.0%+2.7%2.974%
2/17/2025AlTi Global Inc.3,809,331$93.48M2.3%+9.9%30.233%
2/14/2025Stifel Financial Corp185,659$4.55M0.0%+0.8%1.473%
2/13/2025Legacy Investment Solutions LLC10,795$277K0.2%+135.2%0.086%
2/13/2025Raymond James Financial Inc.171,004$4.19M0.0%N/A1.357%
2/13/2025Cerity Partners OCIO LLC2,400,565$58.84M3.9%-1.0%19.052%
2/13/2025Envestnet Asset Management Inc.14,836$364K0.0%N/A0.118%
2/11/2025Modern Wealth Management LLC24,915$647K0.0%N/A0.198%
2/11/2025LPL Financial LLC211,195$5.18M0.0%+7.0%1.676%
2/10/2025Commonwealth Equity Services LLC11,990$294K0.0%N/A0.095%
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2/7/2025Prosperity Wealth Management Inc.13,613$334K0.1%+10.7%0.108%
2/6/2025Raymond James Financial Inc.171,004$4.19M0.0%N/A1.357%
2/5/2025SRS Capital Advisors Inc.48,209$1.18M0.1%N/A0.383%
2/4/2025IFP Advisors Inc21,442$526K0.0%N/A0.170%
2/3/2025Private Advisor Group LLC332,607$8.15M0.0%-2.6%2.640%
1/31/2025Global Retirement Partners LLC5,208$128K0.0%-25.7%0.041%
1/29/2025Summit Trail Advisors LLC99,142$2.43M0.1%+29.0%0.787%
11/15/2024Legacy Investment Solutions LLC4,589$116K0.1%N/A0.036%
11/15/2024Jane Street Group LLC30,621$740K0.0%-70.9%0.243%
11/15/2024Stifel Financial Corp184,242$4.46M0.0%+3.5%1.462%


EIPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of FT Energy Income Partners Strategy ETF. The most heavily invested institutionals were AlTi Global Inc. ($149.12M), Fiduciary Trust Co ($139.57M), Cerity Partners OCIO LLC ($62.68M), Cresset Asset Management LLC ($8.07M), LPL Financial LLC ($7.01M), Elevation Point Wealth Partners LLC ($5.18M), and Raymond James Financial Inc. ($4.46M).Learn more on FT Energy Income Partners Strategy ETF's institutional investors.

Of the 44 institutional investors that purchased FT Energy Income Partners Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AlTi Global Inc. ($1.17M), Raymond James Financial Inc. ($353.10K), Elevation Point Wealth Partners LLC ($161.13K), LPL Financial LLC ($137.37K), Eastern Bank ($120.28K), Summit Trail Advisors LLC ($103.25K), and CWM LLC ($99.32K).

Institutional investors have bought a total of 1,093,407 shares in the last 24 months. This purchase volume represents approximately $31.34M in transactions.

Of the 10 institutional investors that sold FT Energy Income Partners Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($43.78K), Cerity Partners OCIO LLC ($37.68K), IFP Advisors Inc ($16.98K), Jane Street Group LLC ($8.13K), Fiduciary Trust Co ($4.85K), Legacy Wealth Managment LLC ID ($4.72K), and HBW Advisory Services LLC ($4.42K).

Institutional investors have sold a total of 125,680 shares in the last 24 months. This volume of shares sold represents approximately $3.34M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EIPX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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