EIPI — First Tr Exchng Traded Fd Vi Institutional Holders · Q3 2026
Who owns First Tr Exchng Traded Fd Vi (EIPI)? 6 institutions reported holding $3.58M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Winebrenner Capital Management LLC ($1.4M), CoreCap Advisors, LLC ($1.3M), Puff Wealth Management, LLC ($475,756).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.4M | 66,101 | Trimmed |
| 2 | CoreCap Advisors, LLC | $1.3M | 60,075 | Added |
| 3 | PUFF WEALTH MANAGEMENT, LLC | $475,756 | 22,346 | Added |
| 4 | Capital Advisors Wealth Management, LLC | $326,898 | 15,355 | Added |
| 5 | Farther Finance Advisors, LLC | $57,355 | 2,694 | Hold |
| 6 | GAMMA Investing LLC | $35,597 | 1,672 | New |
Source: SEC Form 13F filings · as of 2026-09-30