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

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

Historical chart of Synergy Investment 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 Investment 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 Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 26k 160.55
2025-03-31 $47k 364 129.37
2024-12-31 $28k 205 138.20

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Wells Fargo & Company
LPL Financial
Raymond James Financial
Commonwealth Equity Services
Keystone Wealth Services
Goldman Sachs Group
Advisor Group Holdings
Branch Banking & Trust Company
Plotkin Financial Advisors
Susquehanna International
RPg Family Wealth Advisory
Royal Bank of Canada
Synergy Investment Management
Creative Planning
Wealth Management Partners

View all funds holding First Trust Mult Cap Grwth Alp Fnd