EIPI Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchng Traded Fd VI (EIPI) following the 2026 Q2 hedge fund 13F filings?

As of today, EIPI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EIPI gained +3.6% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

First Tr Exchng Traded Fd VI (EIPI)

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

Smart Money Signals — EIPI

Based on 149 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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

149 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.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

77 buying55 selling

Last quarter: 77 funds bought or added vs 55 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.

➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 16 → 18 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 26% entered in last year

■ 1% conviction (2yr+) ■ 72% medium ■ 26% new

Only 2 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

11 → 21 → 16 → 18 → 23 new funds/Q

New funds entering each quarter: 21 → 16 → 18 → 23. A growing number of institutions are discovering EIPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 1% veterans, 34% new entrants

■ 1% veterans ■ 64% 1-2yr ■ 34% new

Of 149 current holders: 2 (1%) held 2+ years, 96 held 1–2 years, 51 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds

13 of 149 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	149	137	8.76%
13F Shares	17M	16M	7.27%
Total Value	$372M	$313M	18.57%
New Positions	23	18	+5
Increased Positions	54	45	+9
Closed Positions	11	14	-3
Reduced Positions	42	45	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

149

137

8.76%

13F Shares

17M

16M

7.27%

Total Value

$372M

$313M

18.57%

New Positions

Increased Positions

Closed Positions

-3

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

149 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 EIPI holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Retirement Planning Co of New England, Inc.	1.15%	146,441	$3.2M
5	Winebrenner Capital Management LLC	1.03%	77,193	$1.7M
6	OneAscent Family Office, LLC	0.92%	83,379	$1.8M
7	Z3 Capital Partners, LLC	0.71%	154,621	$3.4M
8	Legacy Financial Independent Advisors LLC	0.56%	54,170	$1.2M
9	Cambridge Advisors Inc.	0.53%	142,258	$3.1M
10	Latash Investments, LLC	0.51%	32,168	$703K
11	Puff Wealth Management, LLC	0.49%	22,030	$481K
12	Closed-End Fund Advisors, Inc.	0.39%	18,135	$396K
13	Nottingham Advisors, INC.	0.38%	140,901	$3.2M
14	Mystic Asset Management, Inc.	0.35%	75,778	$1.7M
15	WESPAC Advisors, LLC	0.32%	30,507	$666K
16	Financial Network Wealth Advisors LLC	0.28%	12,851	$281K
17	NWF Advisory Services Inc.	0.28%	136,989	$3.0M
18	Triad Wealth Partners, LLC	0.25%	186,543	$4.2M
19	Fairman Group, LLC	0.24%	13,749	$300K
20	Community Bank, N.A.	0.24%	100,000	$2.2M
21	Stegent Equity Advisors, Inc.	0.17%	10,906	$238K
22	Formidable Asset Management, LLC	0.17%	46,894	$1.1M
23	Alessandra Capital Management, LLC	0.16%	10,210	$223K
24	Altfest L J & Co Inc	0.16%	73,640	$1.6M
25	Armor Investment Advisors, LLC	0.13%	17,889	$391K

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 — 2 quarters in a row: For 2 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 — 58% buying: Last quarter: 77 funds bought or added vs 55 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 — 37% AUM from major funds: 13 of 149 holders rank in the top 100 by AUM, accounting for 37% 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?

Mostly new holders — 26% entered in last year: Only 2 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy First Tr Exchng Traded Fd VI (EIPI) following the 2026 Q2 hedge fund 13F filings?

As of today, EIPI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), EIPI has gained +3.6% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +16% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~23 new funds per quarter

Mostly new holders — 26% entered in last year

Growing discovery — still being found

Mixed cohorts — 1% veterans, 34% new entrants

Strong quality — 37% 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

Is It Too Late to Buy First Tr Exchng Traded Fd VI (EIPI) Based on Hedge Fund 13F Filings?

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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