First Trust Exchange-Traded Fund IV - FT 에너지 소득 파트너 전략 ETF
US ˙ ARCA

SecurityEIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
InstitutionHBW Advisory Services LLC
Latest Disclosed Ownership51,215 shares
Latest Disclosed Value $ 1,647,063
HBW Advisory Services LLC reports 3.20% increase in ownership of EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF

On May 4, 2026 - HBW Advisory Services LLC filed a 13F-HR form disclosing ownership of 51,215 shares of First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF (US:EIPX) valued at $1,647,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 49,626 shares of First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF. This represents a change in shares of 3.20% during the quarter. The current value of the position is $1,637,856 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD ENERGY INM PARTN 33739Q804 51,215 1,589 3.20 1,647 25.53 0.1736
2026-01-23 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD ENERGY INM PARTN 33739Q804 49,626 41,700 526.12 1,312 533.82 0.1426
2025-10-16 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD ENERGY INM PARTN 33739Q804 7,926 -4,418 -35.79 207 -34.49 0.0233
2025-07-02 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD ENERGY INM PARTN 33739Q804 12,344 12,344 316 0.0390
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.