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First Tr Exch Trd Alpha Fd I emerg mkt alph shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exch Trd Alpha Fd I emerg mkt alph (FEM) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Tr Exch Trd Alpha Fd I emerg mkt alph

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alpha Fd I emerg mkt alph 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 emerg mkt alph by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $75k 3.3k 22.86
2024-12-31 $69k 3.2k 22.03

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 Tr Exch Trd Alpha Fd I emerg mkt alph

Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Raymond James Financial
State of Wisconsin Investment Board
Cetera Investment Advisers
Bank of New York Mellon
Assetmark
Private Advisor
Kingsview Wealth Management

View all funds holding First Tr Exch Trd Alpha Fd I emerg mkt alph