CA
FPWR

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

Cetera 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
2024
Q1 		– Sell
-11,700
Closed -$283K – 2438
2023
Q4 		$283K Hold
11,700
– – ﹤0.01% 1460
2023
Q3 		$265K Sell
11,700
-2,000
-15% -$48.9K ﹤0.01% 1389
2023
Q2 		$339K Buy
13,700
+1,200
+10% +$30.1K 0.01% 1248
2023
Q1 		$317K Buy
+12,500
New +$317K 0.01% 1257

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

Cetera Advisors's FPWR Position: Q1 2024 in Review

Cetera Advisors sold out of First Trust EIP Power Solutions ETF (FPWR) in Q1 2024, closing a stake of 11,700 shares — an estimated $283K sold.

Cetera Advisors first reported a position in FPWR in Q1 2023 and held it in 4 quarters. The position peaked at $339K in Q2 2023. 14 funds tracked by Wall St. Rank hold FPWR as of Q1 2024.

  • Cetera Advisors reported no remaining First Trust EIP Power Solutions ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisors sold 11,700 First Trust EIP Power Solutions ETF shares in Q1 2024, an estimated $283K.
  • Cetera Advisors first reported a position in First Trust EIP Power Solutions ETF in Q1 2023 and held it in 4 quarters.
  • Cetera Advisors's First Trust EIP Power Solutions ETF position peaked at $339K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.