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FT Energy Inc Partners Strat (EIPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elevation Point Wealth Partners, LLC
DECREASED
Shares114,687 from 182,710
Change-68,023 (-37%)
Value$3.6M (-$2.1M)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares98,018 from 98,217
Change-199 (0%)
Value$3.1M (-$9.2K)
Filed 2026-10-05
Tounjian Advisory Partners, LLC
DECREASED
Shares58,419 from 64,012
Change-5,593 (-9%)
Value$1.8M (-$176.8K)
Filed 2026-11-04
HBW Advisory Services LLC
INCREASED
Shares56,421 from 52,063
Change+4,358 (+8%)
Value$1.8M (+$134.7K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares47,111 from 28,461
Change+18,650 (+66%)
Value$1.5M (+$582.3K)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares41,457 from 39,477
Change+1,980 (+5%)
Value$1.3M (+$60.0K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares40,195 from 32,040
Change+8,155 (+25%)
Value$1.3M (+$254.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares29,843 from 28,267
Change+1,576 (+6%)
Value$933.2K (+$48.4K)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares28,560 from 29,306
Change-746 (-3%)
Value$893.1K (-$24.2K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares23,341 from 27,794
Change-4,453 (-16%)
Value$729.9K (-$140.1K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares21,355 from 20,508
Change+847 (+4%)
Value$667.8K (+$25.9K)
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares11,825 from 11,825
Change0 (0%)
Value$369.8K (-$355)
Filed 2026-11-05
D.A. Davidson & Co.
UNCHANGED
Shares8,503 from 8,503
Change0 (0%)
Value$265.9K (-$255)
Filed 2026-10-28
Manchester Capital Management LLC
NEW
Shares8,421
Change+8,421
Value$263.3K
Filed 2026-10-22
Holos Integrated Wealth LLC
DECREASED
Shares5,162 from 6,572
Change-1,410 (-21%)
Value$169.2K (-$39.5K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares3,981 from 3,964
Change+17 (+0%)
Value$124.5K (+$413)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares2,019 from 1,903
Change+116 (+6%)
Value$63.1K (+$3.6K)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares1,484
Change+1,484
Value$46.4K
Filed 2026-10-27
Fifth Third Bancorp
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$25.0K (-$24)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares619
Change+619
Value$19.4K
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares281 from 279
Change+2 (+1%)
Value$8.8K (+$60)
Filed 2026-11-03
CoreCap Advisors, LLC
NEW
Shares277
Change+277
Value$8.7K
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$1.7K (-$2)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
NEW
Shares2
Change+2
Value$63
Filed 2026-10-30
Inscription Capital, LLC
CLOSED
Shares0 from 12,194
Change-12,194 (-100%)
Value$0 (-$381.7K)
Filed 2026-11-02
Daytona Street Capital LLC
CLOSED
Shares0 from 2,490
Change-2,490 (-100%)
Value$0 (-$54.9K)
Filed 2026-10-15
Abound Wealth Management
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-26
AlTi Global, Inc.
N/A
Shares— from 4,931,716
Change-4,931,716 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,912,761
Change-4,912,761 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 2,333,859
Change-2,333,859 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 317,542
Change-317,542 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 247,310
Change-247,310 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 185,481
Change-185,481 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 182,005
Change-182,005 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 114,087
Change-114,087 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 91,619
Change-91,619 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 83,600
Change-83,600 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 71,332
Change-71,332 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 65,788
Change-65,788 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,452
Change-61,452 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 49,236
Change-49,236 (-100%)
Value—
UBS Group AG
N/A
Shares— from 41,692
Change-41,692 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 37,797
Change-37,797 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 34,023
Change-34,023 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 30,782
Change-30,782 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,405
Change-25,405 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,192
Change-23,192 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 20,796
Change-20,796 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,680
Change-19,680 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,456
Change-19,456 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,152
Change-18,152 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 16,799
Change-16,799 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,208
Change-5,208 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 659
Change-659 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 403
Change-403 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Status
Elevation Point Wealth Partners, LLC
DECREASED114,687182,710-68,023-37%$5.7M$3.6M-$2.1M2026-11-05
Eastern Bank
DECREASED98,01898,217-1990%$3.1M$3.1M-$9.2K2026-10-05
Tounjian Advisory Partners, LLC
DECREASED58,41964,012-5,593-9%$2.0M$1.8M-$176.8K2026-11-04
HBW Advisory Services LLC
INCREASED56,42152,063+4,358+8%$1.6M$1.8M+$134.7K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED47,11128,461+18,650+66%$890.8K$1.5M+$582.3K2026-10-30
Cambridge Investment Research Advisors, Inc.
INCREASED41,45739,477+1,980+5%$1.2M$1.3M+$60.0K2026-11-02
Signal Advisors Wealth, LLC
INCREASED40,19532,040+8,155+25%$1.0M$1.3M+$254.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED29,84328,267+1,576+6%$884.7K$933.2K+$48.4K2026-10-16
StoneX Group Inc.
DECREASED28,56029,306-746-3%$917.3K$893.1K-$24.2K2026-11-03
Commonwealth Equity Services, LLC
DECREASED23,34127,794-4,453-16%$869.9K$729.9K-$140.1K2026-11-02
Sigma Planning Corp
INCREASED21,35520,508+847+4%$641.9K$667.8K+$25.9K2026-10-23
US Bancorp \de\
UNCHANGED11,82511,82500%$370.1K$369.8K-$3552026-11-05
D.A. Davidson & Co.
UNCHANGED8,5038,50300%$266.1K$265.9K-$2552026-10-28
Manchester Capital Management LLC
NEW8,421—+8,421——$263.3K—2026-10-22
Holos Integrated Wealth LLC
DECREASED5,1626,572-1,410-21%$208.6K$169.2K-$39.5K2026-10-23
IFP Advisors, Inc
INCREASED3,9813,964+17+0%$124.1K$124.5K+$4132026-10-16
Private Trust Co NA
INCREASED2,0191,903+116+6%$59.6K$63.1K+$3.6K2026-10-20
Balance Wealth Partners LLC
NEW1,484—+1,484——$46.4K—2026-10-27
Fifth Third Bancorp
UNCHANGED80080000%$25.0K$25.0K-$242026-11-05
GK Wealth Management LLC
NEW619—+619——$19.4K—2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED281279+2+1%$8.7K$8.8K+$602026-11-03
CoreCap Advisors, LLC
NEW277—+277——$8.7K—2026-10-08
Creative Financial Designs Inc
UNCHANGED555500%$1.7K$1.7K-$22026-11-04
Capital Investment Advisory Services, LLC
NEW2—+2——$63—2026-10-30
Inscription Capital, LLC
CLOSED012,194-12,194-100%$381.7K$0-$381.7K2026-11-02
Daytona Street Capital LLC
CLOSED02,490-2,490-100%$54.9K$0-$54.9K2026-10-15
Abound Wealth Management
CLOSED0380-380-100%$11.9K$0-$11.9K2026-10-26
AlTi Global, Inc.
N/A—4,931,716-4,931,716-100%$154.4M———
Fiduciary Trust Co
N/A—4,912,761-4,912,761-100%$153.8M———
Cerity Partners Ocio LLC
N/A—2,333,859-2,333,859-100%$73.0M———
LPL Financial LLC
N/A—317,542-317,542-100%$9.9M———
Stifel Financial Corp
N/A—247,310-247,310-100%$7.7M———
Raymond James Financial Inc
N/A—185,481-185,481-100%$5.8M———
Vestmark Advisory Solutions, Inc.
N/A—182,005-182,005-100%$5.7M———
Rockefeller Capital Management L.P.
N/A—114,087-114,087-100%$3.6M———
Summit Trail Advisors, LLC
N/A—91,619-91,619-100%$2.9M———
SCS Capital Management LLC
N/A—83,600-83,600-100%$2.6M———
Arax Advisory Partners
N/A—71,332-71,332-100%$2.2M———
Marshall Investment Management, LLC
N/A—65,788-65,788-100%$2.1M———
Cetera Investment Advisers
N/A—61,452-61,452-100%$1.9M———
Susquehanna International Group, LLP
N/A—49,236-49,236-100%$1.5M———
UBS Group AG
N/A—41,692-41,692-100%$1.3M———
Integrated Wealth Concepts LLC
N/A—37,797-37,797-100%$1.2M———
Modern Wealth Management, LLC
N/A—34,023-34,023-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—30,782-30,782-100%$963.5K———
Morgan Stanley
N/A—25,405-25,405-100%$795.2K———
OneDigital Investment Advisors LLC
N/A—23,192-23,192-100%$725.9K———
CVA Family Office, LLC
N/A—20,796-20,796-100%$650.9K———
Private Advisor Group, LLC
N/A—19,680-19,680-100%$616.0K———
Royal Bank of Canada
N/A—19,456-19,456-100%$609.0K———
Jane Street Group, LLC
N/A—18,152-18,152-100%$568.2K———
Van Diest Capital, LLC
N/A—16,799-16,799-100%$525.8K———
MML Investors Services, LLC
N/A—8,744-8,744-100%$273.7K———
Envestnet Asset Management Inc
N/A—7,323-7,323-100%$229.2K———
Global Retirement Partners, LLC
N/A—5,208-5,208-100%$163.0K———
Osaic Holdings, Inc.
N/A—4,799-4,799-100%$150.2K———
AE Wealth Management LLC
N/A—1,454-1,454-100%$45.5K———
Aptus Capital Advisors, LLC
N/A—1,291-1,291-100%$40.4K———
Wells Fargo & Company
N/A—659-659-100%$20.6K———
Franklin Resources Inc
N/A—403-403-100%$12.6K———
Front Row Advisors LLC
N/A—342-342-100%$11.2K———
Harbour Investments, Inc.
N/A—139-139-100%$4.4K———
Showing 62 of 62 institutions