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EIPX · Insider trading · 13F holders · Congress trades

First Tr Exchange-Traded Fd (EIPX)

Who is buying and selling EIPX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
5
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

EIPX at a glance

  • No open-market insider purchases or sales of EIPX were filed in the last 90 days.
  • 5 13F filers hold EIPX among their 50 largest positions, worth $385.2M combined. The biggest bets by portfolio weight are Cerity Partners OCIO LLC (3.7%), AlTi Global, Inc. (3.2%) and Fiduciary Trust Co (1.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
  • No member of Congress has disclosed a trade in EIPX.

EIPX insider trading

No open-market insider purchases or sales of EIPX were filed in the last 90 days.

Who owns EIPX? Hedge funds and superinvestors

5 13F filers hold EIPX among their 50 largest positions, worth $385.2M combined. The biggest bets by portfolio weight are Cerity Partners OCIO LLC (3.7%), AlTi Global, Inc. (3.2%) and Fiduciary Trust Co (1.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.

13F filers holding EIPX
Manager% of portfolioValueSharesLast quarter13F
AlTi Global, Inc.Investment manager3.2%$154.4M4,931,716+6.4% sharesQ2 2026
Fiduciary Trust CoBank & trust1.7%$153.8M4,912,761-2.6% sharesQ2 2026
Cerity Partners OCIO LLCInstitutional asset manager3.7%$73.0M2,333,859-1.5% sharesQ2 2026
Marshall Investment Management, LLCWealth manager0.9%$2.1M65,788+30.1% sharesQ2 2026
Tounjian Advisory Partners, LLCWealth manager0.9%$2.0M64,012—Q2 2026

Each manager counts with its latest 13F (Q2 2026: 5). Screen EIPX in the grand portfolio →

EIPX stock trades by members of Congress

No member of Congress has disclosed a trade in EIPX.

EIPX questions and answers

Are insiders buying EIPX stock?

No open-market insider purchases or sales of EIPX were filed in the last 90 days.

Which hedge funds own EIPX?

5 13F filers hold EIPX among their 50 largest positions, worth $385.2M combined. The biggest bets by portfolio weight are Cerity Partners OCIO LLC (3.7%), AlTi Global, Inc. (3.2%) and Fiduciary Trust Co (1.7%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.

Has Congress traded EIPX?

No member of Congress has disclosed a trade in EIPX.

Who is the largest holder of EIPX?

Among 13F filers, AlTi Global, Inc. reports the largest EIPX position, $154.4M (4,931,716 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cerity Partners OCIO LLC's: 3.7% of its portfolio.

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