PRIVATE TRUST CO NA EIPX β€” First Trust Exchange-Traded Fund Iv

Ownership history in PRIVATE TRUST CO NA  Β·  3 quarters on record

AI Ownership Summary

PRIVATE TRUST CO NA reported First Trust Exchange-Traded Fund Iv (EIPX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows EIPX at 0.00% 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 PRIVATE TRUST CO NA's position in First Trust Exchange-Traded Fund Iv, 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
2026 Q1

EIPX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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 2026 Q1

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 PRIVATE TRUST CO NA held EIPX β€” position size vs. price
% of Fund (quarterly)    EIPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 1,382 β€” 0% 0.00% $44K 2026-04-30 $32.89
2025 Q4 ADDED β€” β€” β€” 1,382 +150 +12.2% 0.00% $37K 2026-01-26 $27.92
2025 Q3 INITIATED β€” β€” β€” 1,232 β€” β€” 0.00% $32K 2025-10-15 $25.55

FAQ About PRIVATE TRUST CO NA and EIPX

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

How long has PRIVATE TRUST CO NA reported owning EIPX?

PRIVATE TRUST CO NA reported EIPX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported EIPX position in PRIVATE TRUST CO NA's portfolio?

The largest reported portfolio weight for EIPX was 0.00% in 2026 Q1.

What is the latest reported EIPX position on this page?

The most recent filing on this page is 2026 Q1, when PRIVATE TRUST CO NA reported 1,382 shares, equal to 0.00% of portfolio, with an estimated market value of $44K.

What does the chart on this EIPX ownership page compare?

The chart compares PRIVATE TRUST CO NA'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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