Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F276FT ENERGY INCOMEEIPIQ1 2026
Institutional Holders
152
13F filers
Shares Held
16.91M
Aggregate institutional
Institutional Value
$372.17M
Q1 2026
Net New Holders
+13
21 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions21
Increased54
Decreased43
Sold out8
Institutional Holders
152 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.75M | $61.79M | +86.8K | Added |
| 2 | Arvest Bank Trust Division | 1.83M | $41.18M | +184.5K | Added |
| 3 | Lpl Financial LLC | 1.28M | $28.85M | +140.9K | Added |
| 4 | Coastal Bridge Advisors, LLC | 1.01M | $22.78M | +20.2K | Added |
| 5 | Ubs Group AG | 892.4K | $20.07M | +18.5K | Added |
| 6 | Royal Bank Of Canada | 807.8K | $18.17M | +70.2K | Added |
| 7 | Modern Wealth Management, LLC | 804.2K | $17.92M | −22.6K | Reduced |
| 8 | Wealthspire Advisors, LLC | 774.5K | $17.42M | −51.8K | Reduced |
| 9 | Raymond James Financial Inc | 666.6K | $14.99M | +235.4K | Added |
| 10 | Arvest Investments, Inc. | 615.2K | $13.84M | +57.3K | Added |
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