Gateway Wealth Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$732K Buy
41,238
+22,124
+116% +$403K 0.03% 447
2025
Q4
$348K Buy
19,114
+494
+3% +$9.04K 0.04% 334
2025
Q3
$340K Sell
18,620
-1,463
-7% -$26.4K 0.05% 296
2025
Q2
$357K Buy
+20,083
New +$351K 0.07% 249

Other funds holding FPE

Gateway Wealth Partners's FPE Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Preferred Securities and Income ETF (FPE) stake by 116% in Q1 2026, buying an estimated $403K and bringing the position to 41,238 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #447.

Gateway Wealth Partners first reported a position in FPE in Q2 2025 and has held it in 4 quarters since. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Gateway Wealth Partners held 41,238 shares of First Trust Preferred Securities and Income ETF worth $732K as of Q1 2026.
  • Gateway Wealth Partners bought 22,124 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $403K.
  • First Trust Preferred Securities and Income ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #447 holding.
  • Gateway Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.