Public ownership evidence

FT Energy Income Partners Strategy ETF (EIPX) Ownership Disclosures

Read EIPX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

FT Energy Income Partners Strategy ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Modern Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
34,023
Value (USD)
$1,064,920
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002001900-26-000007
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EIPX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EIPX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Modern Wealth Management, LLC2026-06-302026-08-1534,023$1,064,920None
OSAIC HOLDINGS, INC.2026-06-302026-08-15160$5,008None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,639$145,220None
JANE STREET GROUP, LLC2026-06-302026-08-1518,152$568,158None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1549,236$1,541,087None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1565,788$2,059,157None
Cerity Partners OCIO LLC2026-06-302026-08-152,333,859$73,049,789None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15182,005$5,696,743None
ROYAL BANK OF CANADA2026-06-302026-08-1519,456$609,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,050$251,965None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15177,431$5,553,590None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15659$20,619None
Legacy Wealth Managment, LLC/ID2026-06-302026-08-1430,782$963,481None
Inscription Capital, LLC2026-06-302026-08-1412,194$381,681None
Rockefeller Capital Management L.P.2026-06-302026-08-14114,087$3,570,947None
Front Row Advisors LLC2026-06-302026-08-14342$11,228None
UBS Group AG2026-06-302026-08-1441,692$1,304,960None
Fiduciary Trust Co2026-06-302026-08-14459,719$14,389,205None
Fiduciary Trust Co2026-06-302026-08-144,453,042$139,380,222None
MORGAN STANLEY2026-06-302026-08-141$48None
MORGAN STANLEY2026-06-302026-08-1425,404$795,145None
FRANKLIN RESOURCES INC2026-06-302026-08-14403$12,614None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-13182,710$5,718,815None
Integrated Wealth Concepts LLC2026-06-302026-08-1356,722$1,775,517None
Cetera Investment Advisers2026-06-302026-08-1361,452$1,923,455None
Aptus Capital Advisors, LLC2026-06-302026-08-131,291$40,408None
StoneX Group Inc.2026-06-302026-08-1329,306$917,309None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13139$4,363None
STIFEL FINANCIAL CORP2026-06-302026-08-13247,310$7,740,817None
US BANCORP \DE\2026-06-302026-08-1311,825$370,123None
Summit Trail Advisors, LLC2026-06-302026-08-1291,619$2,867,675None
Arax Advisory Partners2026-06-302026-08-1171,332$2,232,690None
TOUNJIAN ADVISORY PARTNERS, LLC2026-06-302026-08-0864,012$2,003,562None
CVA Family Office, LLC2026-06-302026-08-0820,796$650,927None
OneDigital Investment Advisors LLC2026-06-302026-08-0823,192$725,910None
Sigma Planning Corp2026-06-302026-08-0820,508$641,891None
LPL Financial LLC2026-06-302026-08-08317,542$9,939,066None
MML INVESTORS SERVICES, LLC2026-06-302026-08-088,744$273,678None
Global Retirement Partners, LLC2026-06-302026-08-075,208$163,010None
SCS Capital Management LLC2026-06-302026-08-0783,600$2,616,680None
AlTi Global, Inc.2026-06-302026-08-064,647,607$145,470,112None
AlTi Global, Inc.2026-06-302026-08-06284,109$8,892,703None
FIFTH THIRD BANCORP2026-06-302026-08-06800$25,040None
Van Diest Capital, LLC2026-06-302026-08-0516,799$525,819None
Signal Advisors Wealth, LLC2026-06-302026-08-0532,040$1,002,852None
Daytona Street Capital LLC2026-06-302026-08-042,490$54,917None
AE Wealth Management LLC2026-06-302026-08-041,454$45,498None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-047,323$229,224None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3139,477$1,236,000None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-30279$8,729None

90-day public filing window, up to 50 source positions.

Modern Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗MARSHALL INVESTMENT MANAGEMENT, LLC ↗Cerity Partners OCIO LLC ↗Vestmark Advisory Solutions, Inc. ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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