EIPI Hedge Fund Ownership (Q2 2026)

First Tr Exchng Traded Fd VI (EIPI)

167 + Investors. Track Smart Money conviction in EIPI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — EIPI

Based on 167 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EIPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

167 hedge funds hold EIPI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 57% buying

88 buying66 selling

Last quarter: 88 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter

Funds opening a new EIPI position: 16 → 18 → 23 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 38% long-term, 32% new

■ 38% conviction (2yr+) ■ 30% medium ■ 32% new

Of the 167 current holders: 64 (38%) held >2 years, 50 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

21 → 16 → 18 → 23 → 33 new funds/Q

New funds entering each quarter: 16 → 18 → 23 → 33. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 1% veterans, 40% new entrants

■ 1% veterans ■ 59% 1-2yr ■ 40% new

Of 167 current holders: 2 (1%) held 2+ years, 99 held 1–2 years, 66 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

17 of 167 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	167	149	12.08%
13F Shares	18M	17M	5.69%
Total Value	$383M	$372M	3.16%
New Positions	33	23	+10
Increased Positions	55	54	+1
Closed Positions	15	13	+2
Reduced Positions	51	42	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

167

149

12.08%

13F Shares

18M

17M

5.69%

Total Value

$383M

$372M

3.16%

New Positions

+10

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

167 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EIPI. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EIPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paller Financial Services Inc	2.83%	173,202	$3.8M
2	Arvest Bank Trust Division	1.87%	1,760,193	$38.4M
3	Arvest Investments, INC.	1.61%	610,463	$13.3M
4	Coastal Bridge Advisors, LLC	1.38%	1,023,734	$22.4M
5	Retirement Planning Co of New England, Inc.	1.15%	146,441	$3.2M
6	Winebrenner Capital Management LLC	1.03%	77,193	$1.7M
7	OneAscent Family Office, LLC	0.92%	83,379	$1.8M
8	Z3 Capital Partners, LLC	0.71%	154,621	$3.4M
9	Legacy Financial Independent Advisors LLC	0.56%	54,170	$1.2M
10	Cambridge Advisors Inc.	0.53%	142,258	$3.1M
11	Strait & Sound Wealth Management LLC	0.53%	69,473	$1.5M
12	Latash Investments, LLC	0.51%	32,168	$703K
13	Puff Wealth Management, LLC	0.49%	22,030	$481K
14	Closed-End Fund Advisors, Inc.	0.39%	18,135	$396K
15	Nottingham Advisors, INC.	0.38%	140,901	$3.2M
16	Mystic Asset Management, Inc.	0.35%	75,778	$1.7M
17	WESPAC Advisors, LLC	0.32%	30,507	$666K
18	Financial Network Wealth Advisors LLC	0.28%	12,851	$281K
19	NWF Advisory Services Inc.	0.28%	136,989	$3.0M
20	Triad Wealth Partners, LLC	0.25%	186,543	$4.2M
21	Fairman Group, LLC	0.24%	13,749	$300K
22	Community Bank, N.A.	0.24%	100,000	$2.2M
23	Modern Wealth Management, LLC	0.21%	809,233	$17.7M
24	Stegent Equity Advisors, Inc.	0.17%	10,906	$238K
25	Formidable Asset Management, LLC	0.17%	46,894	$1.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — First Tr Exchng Traded Fd VI (EIPI)

What does the Smart Money Trend signal show for EIPI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EIPI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EIPI?

Slight buying edge — 57% buying: Last quarter: 88 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EIPI holders?

Strong quality — 39% AUM from major funds: 17 of 167 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EIPI?

Mixed — 38% long-term, 32% new: Of the 167 current holders: 64 (38%) held >2 years, 50 held 1–2 years, and 53 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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First Tr Exchng Traded Fd VI (EIPI)

Smart Money Signals — EIPI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+10 vs last Q)

Mixed — 38% long-term, 32% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 1% veterans, 40% new entrants

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — EIPI

Hedge Fund Ownership: EIPI

Market Analysis: EIPI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EIPI

Hedge Fund Positioning: EIPI

Statistics: EIPI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (EIPI)

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