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

GGM 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
2025 Q1	$417K	Hold	13,560	–	–	0.23%	82
2024 Q4	$391K	Hold	13,560	–	–	0.2%	86
2024 Q3	$394K	Hold	13,560	–	–	0.17%	90
2024 Q2	$345K	Hold	13,560	–	–	0.16%	94
2024 Q1	$332K	Hold	13,560	–	–	0.15%	97
2023 Q4	$316K	Hold	13,560	–	–	0.13%	112
2023 Q3	$307K	Hold	13,560	–	–	0.13%	107
2023 Q2	$337K	Hold	13,560	–	–	0.14%	99
2023 Q1	$343K	Hold	13,560	–	–	0.2%	52
2022 Q4	$349K	Hold	13,560	–	–	0.18%	89
2022 Q3	$334K	Hold	13,560	–	–	0.18%	94
2022 Q2	$329K	Hold	13,560	–	–	0.18%	93
2022 Q1	$363K	Hold	13,560	–	–	0.18%	95
2021 Q4	$330K	Hold	13,560	–	–	0.26%	72
2021 Q3	$328K	Sell	13,560 -13,500	-50%	-$322K	0.26%	68
2021 Q2	$638K	Hold	27,060	–	–	0.54%	40
2021 Q1	$644K	Hold	27,060	–	–	0.51%	37
2020 Q4	$622K	Buy	+27,060	New	+$596K	0.61%	31

Other funds holding FPWR

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Mission Financial Group Las Vegas, Nevada $108M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GGM Wealth Advisors's FPWR Position: Q1 2025 in Review

GGM Wealth Advisors held its First Trust EIP Power Solutions ETF (FPWR) position steady in Q1 2025 at 13,560 shares worth $417K. The position accounts for 0.23% of the portfolio, ranked #82.

GGM Wealth Advisors first reported a position in FPWR in Q4 2020 and has held it in 18 quarters since. The position peaked at $644K in Q1 2021. 21 funds tracked by Wall St. Rank hold FPWR as of Q1 2025.

GGM Wealth Advisors held 13,560 shares of First Trust EIP Power Solutions ETF worth $417K as of Q1 2025.
GGM Wealth Advisors left its First Trust EIP Power Solutions ETF share count unchanged in Q1 2025.
First Trust EIP Power Solutions ETF made up 0.23% of GGM Wealth Advisors's portfolio in Q1 2025, its #82 holding.
GGM Wealth Advisors first reported a position in First Trust EIP Power Solutions ETF in Q4 2020 and has held it in 18 quarters since.
GGM Wealth Advisors's First Trust EIP Power Solutions ETF position peaked at $644K in Q1 2021.
21 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.