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First Tr Exch Trd Alpha Fd I dev mrk ex us shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Tr Exch Trd Alpha Fd I dev mrk ex us (FDT) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Tr Exch Trd Alpha Fd I dev mrk ex us

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alpha Fd I dev mrk ex us 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 Tr Exch Trd Alpha Fd I dev mrk ex us by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $442k 5.6k 79.45
2025-09-30 $2.9M 39k 75.37
2025-03-31 $2.5M 44k 58.25

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
Citizens Financial (CFG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Coca-Cola Company (KO)
Boston Scientific Corporation (BSX)
Abbvie (ABBV)
Axis Cap Hldgs SHS (AXS)
Broadcom (AVGO)
Costco Wholesale Corporation (COST)

View all positions for Synergy Financial Management

Top funds holding First Tr Exch Trd Alpha Fd I dev mrk ex us

LPL Financial
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Raymond James Financial
Cambridge Investment Research Advisors
Sage Private Wealth Group
SMI Advisory Services
Assetmark
Advisor Group Holdings
Benjamin Edwards
Stifel Financial
Kingsview Wealth Management

View all funds holding First Tr Exch Trd Alpha Fd I dev mrk ex us