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First Trust Mult Cap Grwth Alp Fnd shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Trust Mult Cap Grwth Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mult Cap Grwth Alp Fnd 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 Mult Cap Grwth Alp Fnd by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 14k 133.60

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View all positions for Synergy Financial Management

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Raymond James Financial Services Advisors
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Goldman Sachs Group
Royal Bank of Canada
Branch Banking & Trust Company
Bank of America Corporation
Kowal Investment Group
Wealth Management Partners
Citadel Advisors
Wells Fargo & Company
Private Advisor
Raymond James & Associates
Synergy Financial Management

View all funds holding First Trust Mult Cap Grwth Alp Fnd