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

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

Historical chart of Synergy Investment 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 Investment 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 Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $82k 946 86.88
2025-03-31 $143k 2.5k 58.25
2024-12-31 $126k 2.3k 54.08

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

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

Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Envestnet Asset Management
Citadel Advisors
Cetera Investment Advisers
Raymond James Financial
First Trust Advisors
Janney Montgomery Scott
Royal Bank of Canada
Sage Private Wealth Group
SMI Advisory Services
Jane Street
Stifel Financial

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