GWM
FPEI icon

GK Wealth Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

GK Wealth Management’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
Q3 		$1.4K Buy
+76
New +$1.45K ﹤0.01% 1395

Other funds holding FPEI

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GK Wealth Management's FPEI Position: Q3 2026 in Review

GK Wealth Management opened a new position in First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q3 2026: 76 shares worth $1.4K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

8 funds tracked by Wall St. Rank hold FPEI as of Q3 2026.

  • GK Wealth Management held 76 shares of First Trust Institutional Preferred Securities and Income ETF worth $1.4K as of Q3 2026.
  • First Trust Institutional Preferred Securities and Income ETF was a new GK Wealth Management position in Q3 2026.
  • First Trust Institutional Preferred Securities and Income ETF made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #1395 holding.
  • 8 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.