Synergy Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,156	Closed	-$73.1K	–	257
2025 Q1	$73.1K	Buy	4,156 +14	+0.3%	+$246	0.03%	192
2024 Q4	$73.3K	Buy	+4,142	New	+$73.3K	0.03%	200