Synergy Asset Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Synergy Asset 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
2025 Q2	$3.84M	Buy
2025 Q1	–	Sell
2024 Q4	$4.95M	Buy
2023 Q1	–	Sell
2022 Q4	$9.37M	Buy