Rockefeller Capital Management
FPWR

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

Rockefeller 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
-5,053
Closed -$129K – 2495
2022
Q4 		$129K Buy
5,053
+36
+0.7% +$917 ﹤0.01% 1887
2022
Q3 		$121K Buy
+5,017
New +$131K ﹤0.01% 1881

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

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

Rockefeller Capital Management sold out of First Trust EIP Power Solutions ETF (FPWR) in Q1 2023, closing a stake of 5,053 shares — an estimated $129K sold.

Rockefeller Capital Management first reported a position in FPWR in Q3 2022 and held it in 2 quarters. The position peaked at $129K in Q4 2022. 13 funds tracked by Wall St. Rank hold FPWR as of Q1 2023.

  • Rockefeller Capital Management reported no remaining First Trust EIP Power Solutions ETF position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 5,053 First Trust EIP Power Solutions ETF shares in Q1 2023, an estimated $129K.
  • Rockefeller Capital Management first reported a position in First Trust EIP Power Solutions ETF in Q3 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's First Trust EIP Power Solutions ETF position peaked at $129K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.