MWM
FPWR

Modern Wealth Management’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Modern Wealth Management’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
Q4 		– Sell
-7,001
Closed -$234K – 857
2025
Q3 		$234K Sell
7,001
-11,864
-63% -$386K ﹤0.01% 726
2025
Q2 		$599K Sell
18,865
-5,286
-22% -$163K 0.01% 449
2025
Q1 		$741K Sell
24,151
-9,091
-27% -$273K 0.02% 349
2024
Q4 		$960K Buy
+33,242
New +$982K 0.04% 260

Other funds holding FPWR

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AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
B
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WA
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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 $528B AUM 27.57% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return