Who Owns FIRST TR E ENERGY (EIPI)? -- Institutional Holders (2026-06-30)

177 institutions reported holding $390.3M of FIRST TR E ENERGY (EIPI) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($60.4M), Arvest Bank Trust Division ($38.4M), LPL Financial LLC ($28.1M), Coastal Bridge Advisors, LLC ($22.4M), Royal Bank of Canada ($20.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$60.4M2.8MAdded
2Arvest Bank Trust Division$38.4M1.8MTrimmed
3LPL Financial LLC$28.1M1.3MAdded
4Coastal Bridge Advisors, LLC$22.4M1.0MAdded
5Royal Bank of Canada$20.0M917,037Added
6UBS Group AG$19.4M886,810Trimmed
7Modern Wealth Management, LLC$17.7M809,233Added
8Wealthspire Advisors, LLC$15.9M727,590Trimmed
9RAYMOND JAMES FINANCIAL INC$14.9M683,567Added
10ARVEST INVESTMENTS, INC.$13.3M610,463Trimmed
11STIFEL FINANCIAL CORP$9.7M444,159Added
12OSAIC HOLDINGS, INC.$7.0M319,994Added
13Cambridge Investment Research Advisors, Inc.$6.6M301,151Trimmed
14WELLS FARGO & COMPANY/MN$6.0M275,480Added
15Summit Financial, LLC$4.7M215,192Trimmed
16HB Wealth Management, LLC$4.5M208,232New
17Triad Wealth Partners, LLC$4.2M186,543New
18Paller Financial Services Inc$3.8M173,202Trimmed
19Z3 Capital Partners, LLC$3.4M154,621Trimmed
20Cetera Investment Advisers$3.2M147,894Trimmed
21Retirement Planning Co of New England, Inc.$3.2M146,441Added
22NOTTINGHAM ADVISORS, INC.$3.2M140,901Added
23Cambridge Advisors Inc.$3.1M142,258Trimmed
24NWF Advisory Services Inc.$3.0M136,989Trimmed
25Sowell Financial Services LLC$2.9M133,949Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30