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

Gateway Wealth Partners’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Sell
18,499
-18,374
-50% -$353K 0.02% 576
2026
Q1 		$701K Buy
36,873
+19,437
+111% +$377K 0.03% 458
2025
Q4 		$338K Sell
17,436
-11
-0.1% -$213 0.04% 344
2025
Q3 		$337K Sell
17,447
-7
-0% -$134 0.05% 298
2025
Q2 		$331K Buy
+17,454
New +$324K 0.06% 262

Other funds holding FPEI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MF
Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Gateway Wealth Partners reduced its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 50% in Q2 2026, selling an estimated $353K and leaving 18,499 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #576.

Gateway Wealth Partners first reported a position in FPEI in Q2 2025 and has held it in 5 quarters since. The position peaked at $701K in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Gateway Wealth Partners held 18,499 shares of First Trust Institutional Preferred Securities and Income ETF worth $357K as of Q2 2026.
  • Gateway Wealth Partners sold 18,374 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $353K.
  • First Trust Institutional Preferred Securities and Income ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #576 holding.
  • Gateway Wealth Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Gateway Wealth Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $701K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.

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