Larson Financial Group’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Larson Financial Group’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	$17.2K	Buy	461 +2	+0.4%	+$72	﹤0.01%	1929
2025 Q4	$15.2K	Buy	459 +3	+0.7%	+$101	﹤0.01%	1872
2025 Q3	$15.2K	Buy	456 +2	+0.4%	+$65	﹤0.01%	1792
2025 Q2	$14.4K	Buy	454 +2	+0.4%	+$62	﹤0.01%	1641
2025 Q1	$13.9K	Buy	452 +2	+0.4%	+$60	﹤0.01%	1507
2024 Q4	$13K	Buy	450 +3	+0.7%	+$89	﹤0.01%	1391
2024 Q3	$13K	Buy	447 +3	+0.7%	+$82	﹤0.01%	1372
2024 Q2	$11.3K	Buy	444 +4	+0.9%	+$101	﹤0.01%	1220
2024 Q1	$10.8K	Buy	440 +2	+0.5%	+$47	﹤0.01%	1021
2023 Q4	$10.6K	Hold	438	–	–	﹤0.01%	1002
2023 Q3	$9.91K	Hold	438	–	–	﹤0.01%	999
2023 Q2	$10.8K	Hold	438	–	–	﹤0.01%	909
2023 Q1	$11.1K	Hold	438	–	–	﹤0.01%	901
2022 Q4	$11.2K	Hold	438	–	–	﹤0.01%	829
2022 Q3	$11K	Hold	438	–	–	﹤0.01%	764
2022 Q2	$11K	Hold	438	–	–	﹤0.01%	686
2022 Q1	$12K	Hold	438	–	–	﹤0.01%	617
2021 Q4	$11K	Hold	438	–	–	﹤0.01%	662
2021 Q3	$10K	Hold	438	–	–	﹤0.01%	587
2021 Q2	$10K	Hold	438	–	–	﹤0.01%	552
2021 Q1	$10K	Buy	+438	New	+$9.89K	﹤0.01%	538
2020 Q3	–	Sell	-50	Closed	-$1K	–	749
2020 Q2	$1K	Buy	+50	New	+$976	﹤0.01%	606

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

Larson Financial Group's FPWR Position: Q1 2026 in Review

Larson Financial Group increased its First Trust EIP Power Solutions ETF (FPWR) stake by 0.44% in Q1 2026, buying an estimated $72 and bringing the position to 461 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1929.

Larson Financial Group first reported a position in FPWR in Q2 2020 and has held it in 22 quarters since. 28 funds tracked by Wall St. Rank hold FPWR as of Q1 2026.

Larson Financial Group held 461 shares of First Trust EIP Power Solutions ETF worth $17.2K as of Q1 2026.
Larson Financial Group bought 2 First Trust EIP Power Solutions ETF shares in Q1 2026, an estimated $72.
First Trust EIP Power Solutions ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1929 holding.
Larson Financial Group first reported a position in First Trust EIP Power Solutions ETF in Q2 2020 and has held it in 22 quarters since.
28 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.