FFN
FPWR

Focus Financial Network’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Focus Financial Network’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
2022
Q3 		– Sell
-16,212
Closed -$400K – 480
2022
Q2 		$400K Sell
16,212
-7,582
-32% -$194K 0.03% 318
2022
Q1 		$634K Buy
+23,794
New +$585K 0.04% 262

Other funds holding FPWR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Focus Financial Network's FPWR Position: Q3 2022 in Review

Focus Financial Network sold out of First Trust EIP Power Solutions ETF (FPWR) in Q3 2022, closing a stake of 16,212 shares — an estimated $400K sold.

Focus Financial Network first reported a position in FPWR in Q1 2022 and held it in 2 quarters. The position peaked at $634K in Q1 2022. 11 funds tracked by Wall St. Rank hold FPWR as of Q3 2022.

  • Focus Financial Network reported no remaining First Trust EIP Power Solutions ETF position as of Q3 2022 after selling out during the quarter.
  • Focus Financial Network sold 16,212 First Trust EIP Power Solutions ETF shares in Q3 2022, an estimated $400K.
  • Focus Financial Network first reported a position in First Trust EIP Power Solutions ETF in Q1 2022 and held it in 2 quarters.
  • Focus Financial Network's First Trust EIP Power Solutions ETF position peaked at $634K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q3 2022.

Based on Focus Financial Network's 13F filing for Q3 2022, filed 24 Jul 2024.