13F Insight
DOSSIER · 13F Holders · Q1 2026
EIPX

FIRST TR EXCHANGE-TRADED FD

52 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 33739Q804·52 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$449M
visible holders
Holders
52
filers reporting
Concentration
36.14%
FIDUCIARY TRUST CO #1
top holder share
AI Holders Summary · Q1 2026

52 institutions reported EIPX in Q1 2026. FIDUCIARY TRUST CO leads at 36.1% of the visible book.

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 202602
AlTi Global, Inc.
CIK 0001838615
$149M4.6M3.24%Q1 202603
Cerity Partners OCIO LLC
CIK 0001519611
$76M2.4M4.57%Q1 202604
LPL Financial LLC
CIK 0001403438
$10M326K0.00%Q1 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$8M246K0.01%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M177K0.00%Q1 202607
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$5M161K0.12%Q1 202608
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$5M161K0.06%Q1 202609
Rockefeller Capital Management L.P.
CIK 0001739439
$4M111K0.01%Q1 202610
CWM, LLC
CIK 0001535847
$4M110K0.01%Q1 202611
EASTERN BANK
CIK 0001126395
$3M98K0.05%Q2 202612
Summit Trail Advisors, LLC
CIK 0001698478
$3M88K0.04%Q1 202613
SCS Capital Management LLC
CIK 0001303159
$3M84K0.03%Q1 202614
Arax Advisory Partners
CIK 0001586767
$2M69K0.06%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M56K0.00%Q1 202616
HBW ADVISORY SERVICES LLC
CIK 0001790525
$2M52K0.15%Q2 202617
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$2M51K0.78%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M41K0.00%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$1M40K0.01%Q1 202620
UBS Group AG
CIK 0001610520
$1M38K0.00%Q1 2026
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