Synergy Investment Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
Synergy Investment Management's FPE Position: Q2 2026 in Review
Synergy Investment Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 478 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #658.
Synergy Investment Management first reported a position in FPE in Q4 2024 and has held it in 4 quarters since. The position peaked at $73.3K in Q4 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.
- Synergy Investment Management held 478 shares of First Trust Preferred Securities and Income ETF worth $8.55K as of Q2 2026.
- Synergy Investment Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
- First Trust Preferred Securities and Income ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #658 holding.
- Synergy Investment Management first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 4 quarters since.
- Synergy Investment Management's First Trust Preferred Securities and Income ETF position peaked at $73.3K in Q4 2024.
- 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.