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FPWR

First Trust EIP Power Solutions ETF

21 hedge funds and large institutions have $6.54M invested in First Trust EIP Power Solutions ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

26% more capital invested

Capital invested by funds: $5.19M → $6.54M (+$1.35M)

12.84% more ownership

Funds ownership: 32.45%45.29% (+13%)

11% more funds holding

Funds holding: 1921 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$1.14M +$29.6K +1,002 +3%
GS
2
GTS Securities
New York
$1.13M +$500K +16,934 +76%
Jane Street
3
Jane Street
New York
$1.12M +$343K +11,613 +42%
MWM
4
Modern Wealth Management
Kansas
$960K +$982K +33,242 New
AIP
5
Ameritas Investment Partners
Nebraska
$429K +$48.6K +1,647 +12%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$418K -$67.8K -2,296 -14%
GWA
7
GGM Wealth Advisors
Maryland
$391K
RCS
8
Retirement Capital Strategies
California
$357K +$5.58K +189 +2%
B
9
Bensler
Washington
$285K +$4.55K +154 +2%
AA
10
Ancora Advisors
Ohio
$95.2K
TFGT
11
TS Financial Group (TSFG)
Illinois
$58K
GWM
12
Geneos Wealth Management
Colorado
$37.7K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$29K -$273K -9,256 -90%
Osaic Holdings
14
Osaic Holdings
Arizona
$26.4K -$126K -4,272 -82%
HI
15
Harbour Investments
Wisconsin
$22.8K
LFG
16
Larson Financial Group
Missouri
$13K +$89 +3 +0.7%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.7K +397 New
AWM
18
AE Wealth Management
Kansas
$3.72K +$3.81K +129 New
FFA
19
Founders Financial Alliance
North Carolina
$3.44K +$30 +1 +0.8%
Morgan Stanley
20
Morgan Stanley
New York
$81 -$30 -1 -33%
NS
21
NBC Securities
Alabama
$34 -$35.7K -1,209 -100%
UBS Group
22
UBS Group
Switzerland
-$8.38K -288 Closed

FPWR Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust EIP Power Solutions ETF (FPWR) for Q4 2024, worth a combined $6.54M — up 26% from $5.19M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FPWR positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $982K. The largest seller was Royal Bank of Canada, cutting an estimated $273K.

  • 21 institutional investors held First Trust EIP Power Solutions ETF (FPWR) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $6.54M of First Trust EIP Power Solutions ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 3 funds opened new First Trust EIP Power Solutions ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
  • The largest First Trust EIP Power Solutions ETF buyer in Q4 2024 was Modern Wealth Management, an estimated $982K added.
  • The largest First Trust EIP Power Solutions ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $273K sold.

Based on aggregated 13F filings for Q4 2024.