TFGT
FPWR

TS Financial Group (TSFG)’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

TS Financial Group (TSFG)’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
-5,000
Closed -$153K – 827
2025
Q1 		$153K Buy
5,000
+3,000
+150% +$89.9K 0.03% 172
2024
Q4 		$58K Hold
2,000
– – 0.01% 271
2024
Q3 		$58K Buy
+2,000
New +$54.6K 0.01% 277

Other funds holding FPWR

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

TS Financial Group (TSFG)'s FPWR Position: Q2 2025 in Review

TS Financial Group (TSFG) sold out of First Trust EIP Power Solutions ETF (FPWR) in Q2 2025, closing a stake of 5,000 shares — an estimated $153K sold.

TS Financial Group (TSFG) first reported a position in FPWR in Q3 2024 and held it in 3 quarters. The position peaked at $153K in Q1 2025. 18 funds tracked by Wall St. Rank hold FPWR as of Q2 2025.

  • TS Financial Group (TSFG) reported no remaining First Trust EIP Power Solutions ETF position as of Q2 2025 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 5,000 First Trust EIP Power Solutions ETF shares in Q2 2025, an estimated $153K.
  • TS Financial Group (TSFG) first reported a position in First Trust EIP Power Solutions ETF in Q3 2024 and held it in 3 quarters.
  • TS Financial Group (TSFG)'s First Trust EIP Power Solutions ETF position peaked at $153K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q2 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2025, filed 5 Aug 2025.