Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FTDI
First Trust Direct Indexing’s
Invesco Bloomberg Pricing Power ETF
POWA
Stock Holding History
First Trust Direct Indexing’s Portfolio
POWA Stock Details
POWA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-16,308
Closed
-$1.38M
–
680
2024
Q3
$1.38M
Hold
16,308
–
–
0.07%
271
2024
Q2
$1.27M
Hold
16,308
–
–
0.08%
263
2024
Q1
$1.28M
Buy
+16,308
New
+$1.22M
0.1%
241
Other funds holding POWA
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
1WM
1900 Wealth Management
San Antonio, Texas
$1.56B AUM
14.13%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
DWA
Delos Wealth Advisors
Dallas, Texas
$175M AUM
19.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JIP
Jaffetilchin Investment Partners
Tampa, Florida
$1.68B AUM
22.81%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close