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First Trust EIP Power Soluti (FPWR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares72,013 from 60,148
Change+11,865 (+20%)
Value$2.5M (+$216.5K)
Filed 2026-11-06
Portfolio Strategies, Inc.
INCREASED
Shares43,029 from 6,365
Change+36,664 (+576%)
Value$1.5M (+$1.2M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares23,201 from 11,968
Change+11,233 (+94%)
Value$797.0K (+$348.0K)
Filed 2026-11-02
Thrivent Financial for Lutherans
NEW
Shares20,490
Change+20,490
Value$703.0K
Filed 2026-11-05
Private Advisory Group LLC
NEW
Shares9,538
Change+9,538
Value$327.5K
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,335 from 8,935
Change-1,600 (-18%)
Value$251.8K (-$83.3K)
Filed 2026-10-20
Harbour Investments, Inc.
INCREASED
Shares3,286 from 2,451
Change+835 (+34%)
Value$112.8K (+$20.9K)
Filed 2026-11-09
Geneos Wealth Management Inc.
INCREASED
Shares2,155 from 955
Change+1,200 (+126%)
Value$74.0K (+$38.2K)
Filed 2026-11-09
Capital Investment Advisory Services, LLC
DECREASED
Shares1,277 from 1,625
Change-348 (-21%)
Value$43.8K (-$17.1K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares466 from 464
Change+2 (+0%)
Value$16.0K (-$1.4K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$13.4K (-$1.2K)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$11.2K (-$1.0K)
Filed 2026-10-05
PFS Partners, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$9.4K (-$869)
Filed 2026-10-21
Holos Integrated Wealth LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$7.2K (-$392)
Filed 2026-10-23
IFG Advisory, LLC
DECREASED
Shares77 from 123
Change-46 (-37%)
Value$2.6K (-$2.0K)
Filed 2026-11-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,344
Change-2,344 (-100%)
Value$0 (-$86.8K)
Filed 2026-11-02
Heritage Wealth Advisors
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$22.6K)
Filed 2026-11-09
Founders Financial Alliance, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$4.6K)
Filed 2026-11-10
Cetera Investment Advisers
N/A
Shares— from 48,499
Change-48,499 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 47,233
Change-47,233 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 32,499
Change-32,499 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,484
Change-12,484 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,019
Change-12,019 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 560
Change-560 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 167
Change-167 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED72,01360,148+11,865+20%$2.3M$2.5M+$216.5K2026-11-06
Portfolio Strategies, Inc.
INCREASED43,0296,365+36,664+576%$238.7K$1.5M+$1.2M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED23,20111,968+11,233+94%$449.0K$797.0K+$348.0K2026-11-02
Thrivent Financial for Lutherans
NEW20,490—+20,490——$703.0K—2026-11-05
Private Advisory Group LLC
NEW9,538—+9,538——$327.5K—2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED7,3358,935-1,600-18%$335.1K$251.8K-$83.3K2026-10-20
Harbour Investments, Inc.
INCREASED3,2862,451+835+34%$91.9K$112.8K+$20.9K2026-11-09
Geneos Wealth Management Inc.
INCREASED2,155955+1,200+126%$35.8K$74.0K+$38.2K2026-11-09
Capital Investment Advisory Services, LLC
DECREASED1,2771,625-348-21%$60.9K$43.8K-$17.1K2026-10-30
Larson Financial Group LLC
INCREASED466464+2+0%$17.4K$16.0K-$1.4K2026-11-05
Lanark Financial, Inc.
UNCHANGED39039000%$14.6K$13.4K-$1.2K2026-10-26
Olistico Wealth, LLC
UNCHANGED32532500%$12.2K$11.2K-$1.0K2026-10-05
PFS Partners, LLC
UNCHANGED27427400%$10.3K$9.4K-$8692026-10-21
Holos Integrated Wealth LLC
UNCHANGED20020000%$7.5K$7.2K-$3922026-10-23
IFG Advisory, LLC
DECREASED77123-46-37%$4.6K$2.6K-$2.0K2026-11-09
International Assets Investment Management, LLC
CLOSED02,344-2,344-100%$86.8K$0-$86.8K2026-11-02
Heritage Wealth Advisors
CLOSED0604-604-100%$22.6K$0-$22.6K2026-11-09
Founders Financial Alliance, LLC
CLOSED0123-123-100%$4.6K$0-$4.6K2026-11-10
Cetera Investment Advisers
N/A—48,499-48,499-100%$1.8M———
Jane Street Group, LLC
N/A—47,233-47,233-100%$1.8M———
Ameritas Investment Partners, Inc.
N/A—32,499-32,499-100%$1.2M———
Waverly Advisors, LLC
N/A—15,180-15,180-100%$569.4K———
Royal Bank of Canada
N/A—12,484-12,484-100%$468.0K———
Osaic Holdings, Inc.
N/A—12,019-12,019-100%$450.8K———
Susquehanna International Group, LLP
N/A—6,908-6,908-100%$259.1K———
Ancora Advisors LLCA
N/A—3,299-3,299-100%$123.7K———
Keating Financial Advisory Services, Inc.
N/A—1,155-1,155-100%$43.3K———
AE Wealth Management LLC
N/A—755-755-100%$28.3K———
Fiduciary Financial Advisors
N/A—560-560-100%$21.0K———
Jones Financial Companies Lllp
N/A—167-167-100%$6.3K———
Steward Partners Investment Advisory, LLC
N/A—44-44-100%$1.7K———
Morgan Stanley
N/A—1-1-100%$64———
Showing 32 of 32 institutions