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D First Tr Exchange-traded shares owned by Synergy Financial Management

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D First Tr Exchange-traded by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.4M 425k 17.32
2021-09-30 $3.5M 168k 20.54
2021-06-30 $9.2M 445k 20.60

More positions owned by Synergy Financial Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Coca-Cola Company (KO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Schlumberger Com Stk (SLB)
ResMed (RMD)
Arch Cap Group Ord (ACGL)
Intercontinental Exchange (ICE)

View all positions for Synergy Financial Management

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Raymond James & Associates
Park National Corp
Stifel Financial
HighTower Advisors
Kestra Advisory Services
Advisor Group Holdings
Wright Fund Managment
Janney Montgomery Scott
Rockefeller Capital Management

View all funds holding D First Tr Exchange-traded