First Trust Eip Power SolutiFPWRETF

13F holders, Q2 2025 (June 30)
18holders −3
2new positions
3sold out
$31.77avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding First Trust Eip Power Soluti (FPWR) in their 13F filings, down 3 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Cetera Investment Advisers ($1.6M), LPL Financial LLC ($664K) and Modern Wealth Management, LLC ($599K).

Company
First Trust Eip Power Soluti
CUSIP
33738D705
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 13Q1 2024Q2 2024: 19Q2 2024Q3 2024: 19Q3 2024Q4 2024: 21Q4 2024Q1 2025: 21Q1 2025Q2 2025: 18Q2 2025Q3 2025: 19Q3 2025Q4 2025: 19Q4 2025Q1 2026: 28Q1 2026Q2 2026: 30Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$694K
Exits3$1.2M

All 13F filers, Q1 2025 → Q2 2025: 35,462 shares bought and 43,286 shares sold, net −7,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Cetera Investment Advisers 0.00% Add +3.3% 50,113 $1.6M
LPL Financial LLC 0.00% New 20,891 $664K
Modern Wealth Management, LLC 0.01% Reduce -21.9% 18,865 $599K
Bensler, LLC 0.07% Add +82.8% 18,476 $587K
Ameritas Investment Partners, Inc. 0.02% Add +1.8% 16,239 $516K
Waverly Advisors, LLC 0.00% No change 13,560 $431K
Osaic Holdings, Inc. 0.00% Add +11.6% 9,761 $310K
Royal Bank of Canada 0.00% Add +43.7% 7,622 $242K
Ancora Advisors LLC 0.00% No change 3,299 $105K
Lanark Financial, Inc. 0.00% No change 1,210 $38K
UBS Group AG 0.00% New 960 $31K
Geneos Wealth Management Inc. 0.00% Reduce -26.8% 955 $30K
Harbour Investments, Inc. 0.00% No change 788 $25K
Larson Financial Group LLC 0.00% Add +0.4% 454 $14K
Cwm, LLC 0.00% No change 397 $13K
Olistico Wealth, LLC 0.01% No change 325 $10K
AE Wealth Management LLC 0.00% No change 129 $4K
Morgan Stanley 0.00% No change 1 $54

"% of holder's portfolio" is FPWR's weight in each manager's 13F, not the share of First Trust Eip Power Soluti the manager owns.