OCM
FPWR

One Capital Management’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

One Capital 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
2023
Q1 		– Sell
-20,000
Closed -$514K – 319
2022
Q4 		$514K Buy
+20,000
New +$509K 0.03% 205

Other funds holding FPWR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GWA
GGM Wealth Advisors Baltimore, Maryland $180M AUM 10.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

One Capital Management's FPWR Position: Q1 2023 in Review

One Capital Management sold out of First Trust EIP Power Solutions ETF (FPWR) in Q1 2023, closing a stake of 20,000 shares — an estimated $514K sold.

One Capital Management first reported a position in FPWR in Q4 2022 and held it in 1 quarter. The position peaked at $514K in Q4 2022. 13 funds tracked by Wall St. Rank hold FPWR as of Q1 2023.

  • One Capital Management reported no remaining First Trust EIP Power Solutions ETF position as of Q1 2023 after selling out during the quarter.
  • One Capital Management sold 20,000 First Trust EIP Power Solutions ETF shares in Q1 2023, an estimated $514K.
  • One Capital Management first reported a position in First Trust EIP Power Solutions ETF in Q4 2022 and held it in 1 quarter.
  • One Capital Management's First Trust EIP Power Solutions ETF position peaked at $514K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2023.

Based on One Capital Management's 13F filing for Q1 2023, filed 11 May 2023.