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

Gateway Wealth Partners’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	20,042 -21,196	-51%	-$382K	0.02%	574
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gateway Wealth Partners's FPE Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 51% in Q2 2026, selling an estimated $382K and leaving 20,042 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #574.

Gateway Wealth Partners first reported a position in FPE in Q2 2025 and has held it in 5 quarters since. The position peaked at $732K in Q1 2026. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Gateway Wealth Partners held 20,042 shares of First Trust Preferred Securities and Income ETF worth $358K as of Q2 2026.
Gateway Wealth Partners sold 21,196 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $382K.
First Trust Preferred Securities and Income ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #574 holding.
Gateway Wealth Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's First Trust Preferred Securities and Income ETF position peaked at $732K in Q1 2026.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.