Synergy Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
CPSAC
NA
MF
Synergy Asset Management's FPEI Position: Q1 2026 in Review
Synergy Asset Management sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 177,348 shares — an estimated $3.44M sold.
Synergy Asset Management first reported a position in FPEI in Q4 2022 and held it in 5 quarters. The position peaked at $9.37M in Q4 2022. 208 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.
- Synergy Asset Management reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
- Synergy Asset Management sold 177,348 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $3.44M.
- Synergy Asset Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q4 2022 and held it in 5 quarters.
- Synergy Asset Management's First Trust Institutional Preferred Securities and Income ETF position peaked at $9.37M in Q4 2022.
- 208 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.
Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.