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FT Energy Income Partners Strategy ETF

30 hedge funds and large institutions have $330M invested in FT Energy Income Partners Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
15
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FT
1
Fiduciary Trust
Massachusetts
$132M +$971K +39,632 +0.7%
AG
2
AlTi Global
New York
$93.5M +$8.41M +342,846 +10%
CPO
3
Cerity Partners OCIO
New York
$58.8M -$594K -24,250 -1%
CAM
4
Cresset Asset Management
Illinois
$9.18M +$245K +10,011 +3%
PAG
5
Private Advisor Group
New Jersey
$8.15M -$220K -8,989 -3%
LPL Financial
6
LPL Financial
California
$5.18M +$336K +13,729 +7%
Stifel Financial
7
Stifel Financial
Missouri
$4.55M +$34.7K +1,417 +0.8%
Raymond James Financial
8
Raymond James Financial
Florida
$4.19M +$4.19M +171,004 New
STA
9
Summit Trail Advisors
New York
$2.43M +$546K +22,286 +29%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.38M +$5.03K +205 +0.2%
RCG
11
Rock Creek Group
District of Columbia
$1.4M
IWC
12
Integrated Wealth Concepts
Massachusetts
$1.34M +$44.1K +1,798 +3%
AAP
13
Arax Advisory Partners
Colorado
$1.18M +$1.18M +48,209 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$745K +$12.3K +502 +2%
CFO
15
CVA Family Office
Colorado
$625K +$4.83K +197 +0.8%
IA
16
IFP Advisors
Florida
$526K +$526K +21,442 New
MWM
17
Modern Wealth Management
Kansas
$476K +$476K +19,424 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$364K +$364K +14,836 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$363K +$363K +14,791 New
PWM
20
Prosperity Wealth Management
California
$334K +$32.3K +1,316 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$294K +$294K +11,990 New
LIS
22
Legacy Investment Solutions
Idaho
$277K +$159K +6,206 +135%
LWMI
23
Legacy Wealth Management (Idaho)
Idaho
$277K +$159K +6,206 +135%
UBS Group
24
UBS Group
Switzerland
$241K -$1.08K -44 -0.4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$233K