SFPG
FPWR

Stonebridge Financial Planning Group’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-2,760
Closed -$65K – 174
2021
Q4 		$65K Buy
2,760
+805
+41% +$19.4K 0.03% 192
2021
Q3 		$48K Buy
+1,955
New +$46.6K 0.02% 224

Other funds holding FPWR

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWA
GGM Wealth Advisors Baltimore, Maryland $180M AUM 10.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $230M AUM 28.91% 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

Stonebridge Financial Planning Group's FPWR Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of First Trust EIP Power Solutions ETF (FPWR) in Q1 2022, closing a stake of 2,760 shares — an estimated $65K sold.

Stonebridge Financial Planning Group first reported a position in FPWR in Q3 2021 and held it in 2 quarters. The position peaked at $65K in Q4 2021. 12 funds tracked by Wall St. Rank hold FPWR as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining First Trust EIP Power Solutions ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,760 First Trust EIP Power Solutions ETF shares in Q1 2022, an estimated $65K.
  • Stonebridge Financial Planning Group first reported a position in First Trust EIP Power Solutions ETF in Q3 2021 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's First Trust EIP Power Solutions ETF position peaked at $65K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.