Who Owns FIRST TR EXCHANGE-TRADED FD (EIPX)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $457.5M of FIRST TR EXCHANGE-TRADED FD (EIPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: AlTi Global, Inc. ($154.4M), Fiduciary Trust Co ($153.8M), Cerity Partners OCIO LLC ($73.0M), LPL Financial LLC ($9.9M), STIFEL FINANCIAL CORP ($7.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	AlTi Global, Inc.	$154.4M	4.9M	Added
2	Fiduciary Trust Co	$153.8M	4.9M	Trimmed
3	Cerity Partners OCIO LLC	$73.0M	2.3M	Trimmed
4	LPL Financial LLC	$9.9M	317,542	Trimmed
5	STIFEL FINANCIAL CORP	$7.7M	247,310	Added
6	RAYMOND JAMES FINANCIAL INC	$5.8M	185,481	Added
7	ELEVATION POINT WEALTH PARTNERS, LLC	$5.7M	182,710	Added
8	Vestmark Advisory Solutions, Inc.	$5.7M	182,005	Added
9	Rockefeller Capital Management L.P.	$3.6M	114,087	Added
10	EASTERN BANK	$3.1M	98,217	Added
11	Summit Trail Advisors, LLC	$2.9M	91,619	Added
12	SCS Capital Management LLC	$2.6M	83,600	Hold
13	Arax Advisory Partners	$2.2M	71,332	Added
14	MARSHALL INVESTMENT MANAGEMENT, LLC	$2.1M	65,788	Added
15	TOUNJIAN ADVISORY PARTNERS, LLC	$2.0M	64,012	New
16	Cetera Investment Advisers	$1.9M	61,452	New
17	HBW ADVISORY SERVICES LLC	$1.6M	52,063	Added
18	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.5M	49,236	Trimmed
19	UBS Group AG	$1.3M	41,692	Added
20	Cambridge Investment Research Advisors, Inc.	$1.2M	39,477	Trimmed
21	Integrated Wealth Concepts LLC	$1.2M	37,797	Trimmed
22	Modern Wealth Management, LLC	$1.1M	34,023	Trimmed
23	Signal Advisors Wealth, LLC	$1.0M	32,040	New
24	Legacy Wealth Managment, LLC/ID	$963,481	30,782	Added
25	StoneX Group Inc.	$917,309	29,306	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30