Arkadios Wealth Advisors
FPWR icon

Arkadios Wealth Advisors’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Arkadios Wealth Advisors’s Portfolio FPWR Stock Details FPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-302
Closed -$6K – 891
2021
Q3 		$6K Buy
302
+1
+0.3% +$24 ﹤0.01% 1552
2021
Q2 		$6K Buy
+301
New +$7.08K ﹤0.01% 1663

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Vontobel Holding
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GWA
GGM Wealth Advisors Baltimore, Maryland $180M AUM 10.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Stonebridge Financial Planning Group
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Arkadios Wealth Advisors's FPWR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust EIP Power Solutions ETF (FPWR) in Q4 2021, closing a stake of 302 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in FPWR in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 13 funds tracked by Wall St. Rank hold FPWR as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining First Trust EIP Power Solutions ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 302 First Trust EIP Power Solutions ETF shares in Q4 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in First Trust EIP Power Solutions ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's First Trust EIP Power Solutions ETF position peaked at $6K in Q3 2021.
  • 13 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.