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DaveManuel.com · Institutional Ownership · Who Owns It

FIRST TR EXCHANGE-TRADED FD EIP (FPWR)

Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.

30
Reporting holders
$10.9M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
LPL Financial LLC$2.3M60,1480.00%5q-19.0%-$528.2K
Cetera Investment Advisers$1.8M48,4990.00%10q+6.5%+$111.7K
JANE STREET GROUP, LLC$1.8M47,2330.00%2q+21.8%+$317.5K
Ameritas Investment Partners, Inc.$1.2M32,4990.03%16q+12.2%+$133.0K
Cambridge Investment Research Advisors, Inc.$898.0K23,9360.00%2q+225.7%+$622.3K
Waverly Advisors, LLC$569.4K15,1800.00%6qHELD
ROYAL BANK OF CANADA$468.0K12,4840.00%28q-51.0%-$486.5K
OSAIC HOLDINGS, INC.$450.8K12,0190.00%26q+19.9%+$74.7K
Prime Capital Investment Advisors, LLC$335.1K8,9350.00%3q+5.9%+$18.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$259.1K6,9080.00%newNEW
Portfolio Strategies, Inc.$238.7K6,3650.02%newNEW
Ancora Advisors LLC$123.7K3,2990.00%23qHELD
HARBOUR INVESTMENTS, INC.$91.9K2,4510.00%2qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$86.8K2,3440.01%3qHELD
Capital Investment Advisory Services, LLC$60.9K1,6250.00%3qHELD
Keating Financial Advisory Services, Inc.$43.3K1,1550.01%2qHELD
Geneos Wealth Management Inc.$35.8K9550.00%19qHELD
AE Wealth Management LLC$28.3K7550.00%3qHELD
Heritage Wealth Advisors$22.6K6040.00%2qHELD
FIDUCIARY FINANCIAL ADVISORS$21.0K5600.00%newNEW
Larson Financial Group LLC$17.4K4640.00%22q+0.7%
LANARK FINANCIAL, INC.$14.6K3900.00%12qHELD
Olistico Wealth, LLC$12.2K3250.01%3qHELD
PFS Partners, LLC$10.3K2740.00%2qHELD
Holos Integrated Wealth LLC$7.5K2000.00%2qHELD
JONES FINANCIAL COMPANIES LLLP$6.3K1670.00%newNEW
IFG Advisory, LLC$4.6K1230.00%newNEW
Founders Financial Alliance, LLC$4.6K1230.00%2q+0.8%
Steward Partners Investment Advisory, LLC$1.6K440.00%2qHELD
MORGAN STANLEY$6410.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20265$292.9K8,5240010.0%
Q2 202630$10.9M290,0656820.0%
Q1 202628$10.8M290,02911530.0%
Q4 202519$5.6M168,8316530.0%
Q3 202519$8.5M256,0104630.0%
Q2 202518$5.5M171,6672520.0%
Q1 202521$5.9M192,3403830.0%
Q4 202421$6.5M226,4553850.0%
Q3 202419$5.2M178,4663650.0%
Q2 202419$4.6M179,9266540.0%
Q1 202414$3.0M122,0412340.0%
Q4 202315$3.4M139,0862340.0%
Q3 202313$3.4M150,2950260.0%
Q2 202314$6.7M269,1372440.0%
Q1 202313$4.0M156,7621530.0%
Q4 202214$5.7M221,4374610.0%
Q3 202211$3.4M140,0603310.0%
Q2 202210$401.7M16,275,7031410.0%
Q1 202212$637.4M23,910,6114120.0%
Q4 202113$5.5M223,6141230.0%
Q3 202112$4.5M196,8103220.0%
Q2 20219$3.6M155,3591310.0%
Q1 20219$4.1M177,6503210.0%
Q4 20205$1.2M53,7531110.0%
Q3 20202$660.0K32,0900010.0%
Q2 20203$931.0K47,5671020.0%
Q1 20202$1.0M55,8080010.0%
Q4 20193$1.5M69,8221010.0%
Q3 20192$1.8M84,0552000.0%