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Get Institutions for : 
Ft Energy Income Partners Strategy Etf (EIPX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    3
Total shares held : 
10,531,941  
% of shares held : 
11.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  6  
Amount of shares held : 
2,311,352  
% of shares held change : 
  2.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 2,274,851
 21.6%
 
Increased Positions :
6
 133,080
 1.26%
 
Unchanged Positions :
3
 2,207,322
 20.96%
 
Decreased Positions :
3
-96,579
-0.92%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FIDUCIARY TRUST CO 9 - 2024-03-31 5,346,394 $123,234,000 54,651
   AlTi Global Inc. 10 - 2024-03-31 2,692,544 $62,063,000 486,386
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 8 - 2024-03-31 2,477,770 $57,113,000 542,909
   TIEDEMANN WEALTH MANAGEMENT, LLC 19 - 2023-09-30 797,670 $16,830,000 79,505
   Cresset Asset Management LLC 286 - 2024-03-31 352,443 $8,124,000 12,455
   Private Advisor Group LLC 339 - 2024-03-31 322,132 $7,425,000 153,389
   STIFEL FINANCIAL CORP 1264 - 2024-03-31 176,141 $4,060,000 2,874
   LPL FINANCIAL CORP 2005 - 2024-03-31 159,785 $3,683,000 4,792
   Rockefeller Capital Management L.P. 951 - 2024-03-31 98,286 $2,266,000 -12,026
   CITADEL ADVISORS LLC 3049 - 2024-03-31 44,258 $1,020,000 34,144
   Advisor Group Holdings Inc. 2327 - 2024-03-31 42,779 $986,000 5,320
   Virtue Capital Management LLC 206 *New 2024-03-31 20,975 $492,000 20,975
   FLOW TRADERS U.S. LLC 466 *New 2024-03-31 19,744 $455,000 19,744
   JANE STREET GROUP LLC 4257 - 2024-03-31 14,534 $335,000 -81,559
   CI Private Wealth LLC 2064 *New 2024-03-31 9,203 $212,000 9,203
   UBS Group AG 4910 *New 2024-03-31 5,871 $135,000 5,871
   COMERICA BANK 3083 *New 2024-03-31 600 $14,000 600
   PROEQUITIES INC. 2893 - 2024-03-31 0 $0 0
   CWM LLC 4305 *Closed 2024-03-31 0 $0 -1,164
   MORGAN STANLEY 7441 - 2024-03-31 1 $0 -1
   ROYAL BANK OF CANADA 6620 *Closed 2024-03-31 0 $0 -7,044

  21 Records found
  1    
  Page 1 of 1
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