First Tr Exchange-traded Fund (EIPX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow EIPX for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 57

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$31.3

-2.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of EIPX (all 13F filers)

AlTi Global4.9 MType not verified+295 K
Fiduciary Trust4.9 MWealth adviser−132 K
Cerity Partners OCIO2.3 MType not verified−37 K
LPL Financial318 KWealth adviser−8,882
Stifel Financial247 KWealth adviser+1,162
Raymond James Financial185 KWealth adviser+8,634
Elevation Point Wealth Partners183 KWealth adviser+22 K
Vestmark Advisory Solutions182 KType not verified+21 K
Rockefeller Capital Management114 KWealth adviser+2,721
Eastern Bank98 KBank or trading desk+19 K

Filer	Type
AlTi Global	Type not verified	4.9 M	+295 K	$154M
Fiduciary Trust	Wealth adviser	4.9 M	−132 K	$154M
Cerity Partners OCIO	Type not verified	2.3 M	−37 K	$73.0M
LPL Financial	Wealth adviser	318 K	−8,882	$9.9M
Stifel Financial	Wealth adviser	247 K	+1,162	$7.7M
Raymond James Financial	Wealth adviser	185 K	+8,634	$5.8M
Elevation Point Wealth Partners	Wealth adviser	183 K	+22 K	$5.7M
Vestmark Advisory Solutions	Type not verified	182 K	+21 K	$5.7M
Rockefeller Capital Management	Wealth adviser	114 K	+2,721	$3.6M
Eastern Bank	Bank or trading desk	98 K	+19 K	$3.1M

AlTi Global
Shares
4.9 M
Change
+295 K
See more
Type
Type not verified
Value
$154M
Fiduciary Trust
Shares
4.9 M
Change
−132 K
See more
Type
Wealth adviser
Value
$154M
Cerity Partners OCIO
Shares
2.3 M
Change
−37 K
See more
Type
Type not verified
Value
$73.0M
LPL Financial
Shares
318 K
Change
−8,882
See more
Type
Wealth adviser
Value
$9.9M
Stifel Financial
Shares
247 K
Change
+1,162
See more
Type
Wealth adviser
Value
$7.7M
Raymond James Financial
Shares
185 K
Change
+8,634
See more
Type
Wealth adviser
Value
$5.8M
Elevation Point Wealth Partners
Shares
183 K
Change
+22 K
See more
Type
Wealth adviser
Value
$5.7M
Vestmark Advisory Solutions
Shares
182 K
Change
+21 K
See more
Type
Type not verified
Value
$5.7M
Rockefeller Capital Management
Shares
114 K
Change
+2,721
See more
Type
Wealth adviser
Value
$3.6M
Eastern Bank
Shares
98 K
Change
+19 K
See more
Type
Bank or trading desk
Value
$3.1M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗