Synergy Investment Management »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alpha Fd I held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Trd Alpha Fd I by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $53k 733 72.60
2025-03-31 $76k 1.4k 54.82
2024-12-31 $72k 1.4k 51.68

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

Advisor Group Holdings
LPL Financial
Morgan Stanley
Envestnet Asset Management
Cetera Investment Advisers
Rathbones Brothers
Raymond James Financial
Assetmark
Farther Finance Advisors
Holistic Financial Partners
Cambridge Investment Research Advisors
Gateway Wealth Partners
Benjamin Edwards
Stifel Financial
HighTower Advisors

View all funds holding First Tr Exch Trd Alpha Fd I