HWA
FPWR

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
Q2 		$22.6K Buy
604
+3
+0.5% +$112 ﹤0.01% 423
2026
Q1 		$22.4K Buy
+601
New +$21.6K ﹤0.01% 422

Other funds holding FPWR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Heritage Wealth Advisors's FPWR Position: Q2 2026 in Review

Heritage Wealth Advisors increased its First Trust EIP Power Solutions ETF (FPWR) stake by 0.5% in Q2 2026, buying an estimated $112 and bringing the position to 604 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Heritage Wealth Advisors first reported a position in FPWR in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold FPWR as of Q2 2026.

  • Heritage Wealth Advisors held 604 shares of First Trust EIP Power Solutions ETF worth $22.6K as of Q2 2026.
  • Heritage Wealth Advisors bought 3 First Trust EIP Power Solutions ETF shares in Q2 2026, an estimated $112.
  • First Trust EIP Power Solutions ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #423 holding.
  • Heritage Wealth Advisors first reported a position in First Trust EIP Power Solutions ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.