13F Insight
DOSSIER · 13F Holders · Q2 2026
EIPX

FIRST TR EXCHANGE-TRADED FD

62 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739Q804·62 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$445M
visible holders
Holders
62
filers reporting
Concentration
34.72%
AlTi Global, Inc. #1
top holder share
AI Holders Summary · Q2 2026

62 institutions reported EIPX in Q2 2026. AlTi Global, Inc. leads at 34.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AlTi Global, Inc.
CIK 0001838615
$154M4.9M3.19%Q2 202602
FIDUCIARY TRUST CO
CIK 0000035442
$154M4.9M1.67%Q2 202603
Cerity Partners OCIO LLC
CIK 0001519611
$73M2.3M3.70%Q2 202604
LPL Financial LLC
CIK 0001403438
$12M387K0.00%Q3 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$8M247K0.01%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M185K0.00%Q2 202607
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$6M182K0.05%Q2 202608
ELEVATION POINT WEALTH PARTNERS, LLC
CIK 0001744349
$4M115K0.06%Q3 202609
Rockefeller Capital Management L.P.
CIK 0001739439
$4M114K0.01%Q2 202610
CWM, LLC
CIK 0001535847
$4M110K0.01%Q1 202611
EASTERN BANK
CIK 0001126395
$3M98K0.05%Q3 202612
Summit Trail Advisors, LLC
CIK 0001698478
$3M92K0.04%Q2 202613
SCS Capital Management LLC
CIK 0001303159
$3M84K0.02%Q2 202614
Arax Advisory Partners
CIK 0001586767
$2M71K0.01%Q2 202615
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$2M66K0.86%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$2M61K0.00%Q2 202617
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$2M58K0.80%Q3 202618
HBW ADVISORY SERVICES LLC
CIK 0001790525
$2M56K0.17%Q3 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M49K0.00%Q2 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$1M47K0.02%Q3 2026
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