Synergy Investment Management’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
Other funds holding FPEI
NA
MF
Synergy Investment Management's FPEI Position: Q2 2026 in Review
Synergy Investment Management increased its First Trust Institutional Preferred Securities and Income ETF (FPEI) stake by 36% in Q2 2026, buying an estimated $1.42M and bringing the position to 282,341 shares worth $5.45M. The position accounts for 1.32% of the portfolio, ranked #17.
Synergy Investment Management first reported a position in FPEI in Q1 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.
- Synergy Investment Management held 282,341 shares of First Trust Institutional Preferred Securities and Income ETF worth $5.45M as of Q2 2026.
- Synergy Investment Management bought 74,063 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $1.42M.
- First Trust Institutional Preferred Securities and Income ETF made up 1.32% of Synergy Investment Management's portfolio in Q2 2026, its #17 holding.
- Synergy Investment Management first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2025 and has held it in 5 quarters since.
- 214 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.