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First Tr Exchng Traded Fd Vi tcw opportunis shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Tr Exchng Traded Fd Vi tcw opportunis

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw opportunis 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 Exchng Traded Fd Vi tcw opportunis by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $162k 3.7k 43.58
2025-03-31 $218k 5.0k 43.84
2024-12-31 $458k 11k 42.97

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 Exchng Traded Fd Vi tcw opportunis

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Ameriprise Financial
Envestnet Asset Management
HighTower Advisors
Royal Bank of Canada
UBS Group
Branch Banking & Trust Company
Cetera Investment Advisers
Bank of America Corporation
Geneos Wealth Management
Goss Wealth Management
Commonwealth Financial Services

View all funds holding First Tr Exchng Traded Fd Vi tcw opportunis