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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Modern Wealth Management's FPWR Position: Q4 2025 in Review

Modern Wealth Management sold out of First Trust EIP Power Solutions ETF (FPWR) in Q4 2025, closing a stake of 7,001 shares — an estimated $234K sold.

Modern Wealth Management first reported a position in FPWR in Q4 2024 and held it in 4 quarters. The position peaked at $960K in Q4 2024. 19 funds tracked by Wall St. Rank hold FPWR as of Q4 2025.

  • Modern Wealth Management reported no remaining First Trust EIP Power Solutions ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 7,001 First Trust EIP Power Solutions ETF shares in Q4 2025, an estimated $234K.
  • Modern Wealth Management first reported a position in First Trust EIP Power Solutions ETF in Q4 2024 and held it in 4 quarters.
  • Modern Wealth Management's First Trust EIP Power Solutions ETF position peaked at $960K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.