Synergy Investment Management, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in FPEI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $3,957,282 | 208,278 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FPEI | $3,838,366 | 197,956 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 FPEI | $3,784,509 | 195,683 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 FPEI | $2,492,354 | 133,281 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||