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Synergy Investment Management »

First Tr Exchange-traded shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exchange-traded (FTCB) 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	$559k	26k	21.31
2025-03-31	$287k	14k	20.99

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

Envestnet Asset Management

Long Run Wealth Advisors

Stifel Financial

Cetera Investment Advisers

Kestra Advisory Services

Seascape Capital Management

Wiley Bros.-aintree Capital

Advisor Group Holdings

Cambridge Investment Research Advisors

Prospera Financial Services

View all funds holding First Tr Exchange-traded

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