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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-133,281	Closed	-$2.49M	–	258
2025 Q1	$2.49M	Buy	+133,281	New	+$2.49M	1.04%	22