Bank of Montreal
FPWR

Bank of Montreal’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-5,428
Closed -$133K – 3974
2023
Q4 		$133K Buy
+5,428
New +$126K ﹤0.01% 3299
2023
Q3 		– Sell
-17,063
Closed -$425K – 3903
2023
Q2 		$425K Buy
+17,063
New +$428K ﹤0.01% 2701

Other funds holding FPWR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GWA
GGM Wealth Advisors Baltimore, Maryland $180M AUM 10.57% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Bank of Montreal's FPWR Position: Q1 2024 in Review

Bank of Montreal sold out of First Trust EIP Power Solutions ETF (FPWR) in Q1 2024, closing a stake of 5,428 shares — an estimated $133K sold.

Bank of Montreal first reported a position in FPWR in Q2 2023 and held it in 2 quarters. The position peaked at $425K in Q2 2023. 14 funds tracked by Wall St. Rank hold FPWR as of Q1 2024.

  • Bank of Montreal reported no remaining First Trust EIP Power Solutions ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 5,428 First Trust EIP Power Solutions ETF shares in Q1 2024, an estimated $133K.
  • Bank of Montreal first reported a position in First Trust EIP Power Solutions ETF in Q2 2023 and held it in 2 quarters.
  • Bank of Montreal's First Trust EIP Power Solutions ETF position peaked at $425K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.