WA
FPWR

Waverly Advisors’s First Trust EIP Power Solutions ETF FPWR Stock Holding History

Waverly Advisors’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
Q2 		$569K Hold
15,180
– – ﹤0.01% 1114
2026
Q1 		$567K Hold
15,180
– – ﹤0.01% 1023
2025
Q4 		$502K Buy
15,180
+1,620
+12% +$54.4K ﹤0.01% 1012
2025
Q3 		$453K Hold
13,560
– – ﹤0.01% 884
2025
Q2 		$431K Hold
13,560
– – ﹤0.01% 844
2025
Q1 		$416K Buy
+13,560
New +$406K 0.01% 827

Other funds holding FPWR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Waverly Advisors's FPWR Position: Q2 2026 in Review

Waverly Advisors held its First Trust EIP Power Solutions ETF (FPWR) position steady in Q2 2026 at 15,180 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Waverly Advisors first reported a position in FPWR in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold FPWR as of Q2 2026.

  • Waverly Advisors held 15,180 shares of First Trust EIP Power Solutions ETF worth $569K as of Q2 2026.
  • Waverly Advisors left its First Trust EIP Power Solutions ETF share count unchanged in Q2 2026.
  • First Trust EIP Power Solutions ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1114 holding.
  • Waverly Advisors first reported a position in First Trust EIP Power Solutions ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust EIP Power Solutions ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.