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

Heritage 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
2026 Q1	$22.4K	Buy	+601	New	+$21.6K	﹤0.01%	422

Other funds holding FPWR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Heritage Wealth Advisors's FPWR Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in First Trust EIP Power Solutions ETF (FPWR) in Q1 2026: 601 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings.

28 funds tracked by Wall St. Rank hold FPWR as of Q1 2026.

Heritage Wealth Advisors held 601 shares of First Trust EIP Power Solutions ETF worth $22.4K as of Q1 2026.
First Trust EIP Power Solutions ETF was a new Heritage Wealth Advisors position in Q1 2026.
First Trust EIP Power Solutions ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #422 holding.
28 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.