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First Tr Exchange-traded shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 Exchange-traded by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 10k 21.23
2025-03-31 $216k 10k 20.75
2024-12-31 $195k 9.5k 20.45

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 Exchange-traded

LPL Financial
Cetera Investment Advisers
Envestnet Asset Management
TCP Asset Management
Per Stirling Capital Management
Concurrent Investment Advisors
Manchester Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Commonwealth Equity Services
Goldman Sachs Group
Stephens
Northeast Planning Associates, Inc. / Nh /
Wiley Bros.-aintree Capital
Owen LaRue

View all funds holding First Tr Exchange-traded