DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
EIPX

FIRST TR EXCHANGE-TRADED FD

51 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739Q804·51 13F holders·last filed Mar 31, 2026
Market cap
0.7%
vs prior quarter
13F value held
$448M
48.0% inst. owned
of float
Holders
51
+109 QoQ
filers reporting
Activity
+52 / −74
+736 added · −845 reduced
this quarter
Concentration
36.19%
FIDUCIARY TRUST CO #1
top holder share
AI Holders Summary · Q1 2026

51 institutions reported EIPX in Q1 2026. FIDUCIARY TRUST CO leads at 36.2% of the visible book. +109 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIDUCIARY TRUST CO
CIK 0000035442
$162M5.0M1.92%Q1 2026
02
AlTi Global, Inc.
CIK 0001838615
$149M4.6M3.24%Q1 2026
03
Cerity Partners OCIO LLC
CIK 0001519611
$76M2.4M4.57%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$10M326K0.00%Q1 2026
05
STIFEL FINANCIAL CORP
CIK 0000720672
$8M246K0.01%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M177K0.00%Q1 2026
07
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$5M161K0.12%Q1 2026
08
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$5M161K0.06%Q1 2026
09
Rockefeller Capital Management L.P.
CIK 0001739439
$4M111K0.01%Q1 2026
10
CWM, LLC
CIK 0001535847
$4M110K0.01%Q1 2026
11
Summit Trail Advisors, LLC
CIK 0001698478
$3M88K0.04%Q1 2026
12
SCS Capital Management LLC
CIK 0001303159
$3M84K0.03%Q1 2026
13
EASTERN BANK
CIK 0001126395
$3M79K0.04%Q1 2026
14
Arax Advisory Partners
CIK 0001586767
$2M69K0.06%Q1 2026
15
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M56K0.00%Q1 2026
16
HBW ADVISORY SERVICES LLC
CIK 0001790525
$2M51K0.17%Q1 2026
17
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$2M51K0.78%Q1 2026
18
Integrated Wealth Concepts LLC
CIK 0001737109
$1M40K0.01%Q1 2026
19
UBS Group AG
CIK 0001610520
$1M38K0.00%Q1 2026
20
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M38K0.00%Q1 2026
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