FIRST TR EXCHNG TRADED FD VI

TickerEIPI

Sector · IndustryUnknownUnknown

SecurityETF · US

CUSIP33740F276

Holders

(4 Elite)

$217.4M

Total Value

55% (51)

Consensus

28 buying - 23 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

View all

Held by 53 funds

4 elite

Who's Trading

Source dates: Price Nov 6, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for EIPI.

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	Action
Morgan Stanley	Increased	2.8M(+0.7%)	$60.4M	0.0%	+37.80%	30
LPL Financial LLC	Increased	1.3M(+0.1%)	$28.1M	0.0%	+28.39%	29
Royal Bank of Canada	Increased	917,037(+13.5%)	$20M	0.0%	+29.16%	32
UBS Group AG	Decreased	886,810(-0.6%)	$19.4M	0.0%	+40.12%	0
WAWealthspire Advisors, LLC	Decreased	727,590(-6.0%)	$15.9M	0.1%	+41.81%	0
Raymond James Financial Inc.	Increased	683,567(+2.5%)	$14.9M	0.0%	+15.13%	29
Stifel Financial Corp.	Increased	444,159(+247.3%)	$9.7M	0.0%	+8.99%	45
Osaic Holdings, Inc.	Increased	319,994(+13.6%)	$7M	0.0%	+23.81%	31
Wells Fargo & Company	Increased	275,480(+20.9%)	$6M	0.0%	+12.20%	32
HB Wealth Management, LLC	New	208,232	$4.5M	0.0%	0.00%	37
Cetera Investment Advisers	Decreased	147,894(-15.7%)	$3.2M	0.0%	+21.69%	0
Susquehanna International Group, LLP	Decreased	103,840(-8.7%)	$2.3M	0.0%	+4.66%	0
Kestra Advisory Services, LLC	Decreased	94,728(-1.9%)	$2.1M	0.0%	+8.22%	0
Envestnet Asset Management Inc.	New	87,974	$1.9M	0.0%	+1.98%	36
Wealth Enhancement Advisory Services, LLC	Increased	85,686(+4.3%)	$1.9M	0.0%	+34.23%	27
Bank of New York Mellon Corp	Increased	77,672(+87.9%)	$1.7M	0.0%	+1.97%	40
Commonwealth Equity Services, LLC	Increased	73,415(+2.5%)	$1.6M	0.0%	+33.69%	26
MML Investors Services, LLC	Increased	73,129(+415.8%)	$1.6M	0.0%	+1.74%	41
D.A. Davidson & Co.	Decreased	67,747(-0.3%)	$1.5M	0.0%	+24.82%	0
Private Advisor Group, LLC	Increased	53,307(+11.2%)	$1.2M	0.0%	+35.81%	28

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EIPIFIRST TR EXCHNG TRADED FD VI

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Questions investors ask about EIPI

Who owns EIPI?

53 institutional investors held EIPI on June 30, 2026, led by Morgan Stanley ($60.4M), LPL Financial LLC ($28.1M) and Royal Bank of Canada ($20M).

How many hedge funds hold EIPI?

53 institutional investors reported EIPI in their 13F filings for the quarter ended June 30, 2026, $217.4M in all. 4 of them are rated Elite.

Are institutions buying or selling EIPI?

Buying, on balance. In Q2 2026, 28 institutions opened or added to positions in EIPI and 23 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer