First Tr Exch Traded Fd Iii cmn shares owned by Synergy Financial Management
Quarter-by-quarter ownership of First Tr Exch Traded Fd Iii cmn (FPEI) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in First Tr Exch Traded Fd Iii cmn
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Quarterly reported holdings in First Tr Exch Traded Fd Iii cmn by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 405k | 18.99 |
| 2025-06-30 | $3.8M | 202k | 18.99 |
| 2024-12-31 | $5.0M | 264k | 18.73 |
| 2022-12-31 | $9.4M | 526k | 17.81 |
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