FIRST TR EXCHANGE-TRADED FD

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EIPX·33739Q804·US·ETF·Unknown - Unknown

EIPX (FIRST TR EXCHANGE-TRADED FD) is held by 25 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($9.9M), STIFEL FINANCIAL CORP ($7.7M), RAYMOND JAMES FINANCIAL INC ($5.8M). Net institutional sentiment: Bullish.

25

Holders

(4 Elite)

$41.8M

Total Value

73% (22)

Consensus

16 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)56

Activist (13D/13G)49

Congressional (STOCK Act)29

Holder Quality

45

★★★★★

Elite

81

★★★★

Strong

53

★★★

Solid

11

★★

Below

34

★

Weak

Held by 25 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (25)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	317,542(-2.7%)	$9.9M	0.0%	+40.62%	0
STIFEL FINANCIAL CORP	Increased	247,310(+0.5%)	$7.7M	0.0%	+41.60%	27
RAYMOND JAMES FINANCIAL INC	Increased	185,481(+4.9%)	$5.8M	0.0%	+36.72%	28
Rockefeller Capital Management L.P.	Increased	114,087(+2.4%)	$3.6M	0.0%	+48.97%	27
SCSCS Capital Management LLC	Unchanged	83,600	$2.6M	0.0%	+31.87%	0
Cetera Investment Advisers	New	61,452	$1.9M	0.0%	+6.55%	36
IWIntegrated Wealth Concepts LLC	Increased	56,722(+40.8%)	$1.8M	0.0%	+32.44%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	49,236(-12.8%)	$1.5M	0.0%	+5.84%	0
UBS Group AG	Increased	41,692(+8.7%)	$1.3M	0.0%	+33.04%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	27,794(+9.6%)	$869,940	0.0%	+31.08%	27
MORGAN STANLEY	Increased	25,405(+0.8%)	$795,193	0.0%	+12.69%	17
OneDigital Investment Advisors LLC	Decreased	23,192(-0.1%)	$725,910	0.0%	+25.38%	0
Private Advisor Group, LLC	Increased	19,680(+6.6%)	$616,000	0.0%	+44.93%	26
ROYAL BANK OF CANADA	Decreased	19,456(-46.6%)	$609,000	0.0%	+13.78%	0
JANE STREET GROUP, LLC	Decreased	18,152(-52.4%)	$568,158	0.0%	+15.53%	0
US BANCORP \DE\	Unchanged	11,825	$370,123	0.0%	+5.84%	0
MML INVESTORS SERVICES, LLC	Increased	8,744(+37.0%)	$273,678	0.0%	+6.03%	30
D.A. DAVIDSON & CO.	Increased	8,503(+0.9%)	$266,144	0.0%	+5.85%	23
ENVESTNET ASSET MANAGEMENT INC	New	7,323	$229,224	0.0%	+6.55%	32
OSAIC HOLDINGS, INC.	Increased	4,799(+945.5%)	$150,228	0.0%	+9.31%	36

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EIPXFIRST TR EXCHANGE-TRADED FD

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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