EIPX FIRST TR EXCHANGE-TRADED FD: institutional ownership and insider trading

62 funds reported holding $462M of FIRST TR EXCHANGE-TRADED FD in their latest 13F filings; in Q2 2026 funds net bought $11.6M, with 10 new positions and 2 funds selling out.

Largest institutional holders of EIPX

  1. AlTi Global, Inc. (ALTI) — $154M
  2. FIDUCIARY TRUST CO — $154M
  3. Cerity Partners OCIO LLC — $73.0M
  4. LPL Financial LLC — $9.94M
  5. STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $7.74M
  6. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $5.81M
  7. ELEVATION POINT WEALTH PARTNERS, LLC — $5.72M
  8. Vestmark Advisory Solutions, Inc. — $5.70M
  9. Rockefeller Capital Management L.P. — $3.57M
  10. CWM, LLC — $3.54M

All EIPX 13F holders