EIPX β€” FIRST TRUST

Ownership history in Graney & King, LLC  Β·  2 quarters on record

AI Ownership Summary

Graney & King, LLC reported FIRST TRUST (EIPX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.89% in 2025 Q4. The latest visible filing shows EIPX at 1.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EIPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graney & King, LLC's position in FIRST TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EIPX was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Graney & King, LLC held EIPX β€” position size vs. price
% of Fund (quarterly)    EIPX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 121,959 +78,530 +180.8% 1.89% $3.2M 2026-02-14 (Est.) $30.46
2025 Q3 INITIATED 43,429 β€” β€” 0.79% $1.1M 2025-11-13 $26.41

FAQ About Graney & King, LLC and EIPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graney & King, LLC reported owning EIPX?

Graney & King, LLC reported EIPX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported EIPX position in Graney & King, LLC's portfolio?

The largest reported portfolio weight for EIPX was 1.89% in 2025 Q4.

What is the latest reported EIPX position on this page?

The most recent filing on this page is 2025 Q4, when Graney & King, LLC reported 121,959 shares, equal to 1.89% of portfolio, with an estimated market value of $3.2M.

What does the chart on this EIPX ownership page compare?

The chart compares Graney & King, LLC's quarterly EIPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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