Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ENERGY INM PARTN
-
Total 13F shares
-
13,557,328
-
Share change
-
+124,023
-
Total reported value
-
$354,750,644
-
Price per share
-
$26.17
-
Number of holders
-
36
-
Value change
-
+$3,340,146
-
Number of buys
-
22
-
Number of sells
-
14
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN (EIPX) as of Q3 2025
As of 30 Sep 2025,
FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN (EIPX) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,557,328 shares.
The largest 10 holders included
Fiduciary Trust Co, AlTi Global, Inc., Cerity Partners OCIO LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, STIFEL FINANCIAL CORP, Summit Trail Advisors, LLC, Rockefeller Capital Management L.P., CWM, LLC, and SCS Capital Management LLC.
This page lists
36
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.