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First Trust Dorsey Wright Etf shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Trust Dorsey Wright Etf (DDIV) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Trust Dorsey Wright Etf

Tip: Access up to 7 years of quarterly data

All positions including First Trust Dorsey Wright Etf held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Dorsey Wright Etf by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 42k 36.77
2021-03-31 $4.6M 157k 29.26

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Top funds holding First Trust Dorsey Wright Etf

Commonwealth Equity Services
LPL Financial
Steward Partners Investment Advisory
Private Advisory
Goldman Sachs Group
Synergy Financial Management
Jane Street
Raymond James Financial Services Advisors
Morgan Stanley
Tcfg Wealth Management
Prospera Financial Services
Old Mission Capital
Atomi Financial Group
Bank of America Corporation
Cetera Investment Advisers

View all funds holding First Trust Dorsey Wright Etf