Private Advisory Group’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Private Advisory 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 Q3	$327K	Buy	+9,538	New	+$351K	0.02%	266

Other funds holding FPWR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 33.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Private Advisory Group's FPWR Position: Q3 2026 in Review

Private Advisory Group opened a new position in First Trust EIP Power Solutions ETF (FPWR) in Q3 2026: 9,538 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings.

15 funds tracked by Wall St. Rank hold FPWR as of Q3 2026.

Private Advisory Group held 9,538 shares of First Trust EIP Power Solutions ETF worth $327K as of Q3 2026.
First Trust EIP Power Solutions ETF was a new Private Advisory Group position in Q3 2026.
First Trust EIP Power Solutions ETF made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #266 holding.
15 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.