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First Tr Exch Trd Alphadex mid cp gr alph shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Tr Exch Trd Alphadex mid cp gr alph (FNY) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Tr Exch Trd Alphadex mid cp gr alph

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alphadex mid cp gr alph held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Trd Alphadex mid cp gr alph by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 36k 91.61
2024-12-31 $60k 754 79.64
2021-06-30 $6.3M 84k 75.36
2020-12-31 $4.8M 73k 65.35

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple (AAPL)
Coca-Cola Company (KO)
Citizens Financial (CFG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Boston Scientific Corporation (BSX)
Corcept Therapeutics Incorporated (CORT)
Eli Lilly & Co. (LLY)

View all positions for Synergy Financial Management

Top funds holding First Tr Exch Trd Alphadex mid cp gr alph

LPL Financial
Wells Fargo & Company
Morgan Stanley
Goss Wealth Management
Wiley Bros.-aintree Capital
UBS Group
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Kingsview Wealth Management
Benjamin Edwards
First Trust Advisors
Janney Montgomery Scott
Goldman Sachs Group
Advisor Group Holdings

View all funds holding First Tr Exch Trd Alphadex mid cp gr alph