RCS
FPWR

Retirement Capital Strategies’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Retirement Capital Strategies’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
Q2 		– Sell
-12,420
Closed -$381K – 67
2025
Q1 		$381K Buy
12,420
+53
+0.4% +$1.59K 0.15% 68
2024
Q4 		$357K Buy
12,367
+189
+2% +$5.58K 0.14% 66
2024
Q3 		$354K Hold
12,178
– – 0.14% 54
2024
Q2 		$310K Buy
+12,178
New +$307K 0.12% 60

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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 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
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Retirement Capital Strategies's FPWR Position: Q2 2025 in Review

Retirement Capital Strategies sold out of First Trust EIP Power Solutions ETF (FPWR) in Q2 2025, closing a stake of 12,420 shares — an estimated $381K sold.

Retirement Capital Strategies first reported a position in FPWR in Q2 2024 and held it in 4 quarters. The position peaked at $381K in Q1 2025. 18 funds tracked by Wall St. Rank hold FPWR as of Q2 2025.

  • Retirement Capital Strategies reported no remaining First Trust EIP Power Solutions ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 12,420 First Trust EIP Power Solutions ETF shares in Q2 2025, an estimated $381K.
  • Retirement Capital Strategies first reported a position in First Trust EIP Power Solutions ETF in Q2 2024 and held it in 4 quarters.
  • Retirement Capital Strategies's First Trust EIP Power Solutions ETF position peaked at $381K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.