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First Tr Exch Traded Fund Ii lng/sht equity shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exch Traded Fund Ii lng/sht equity (FTLS) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Tr Exch Traded Fund Ii lng/sht equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fund Ii lng/sht equity 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 Exch Traded Fund Ii lng/sht equity by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $81k 1.1k 70.33
2025-03-31 $97k 1.5k 64.08
2024-12-31 $96k 1.5k 65.81

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 Traded Fund Ii lng/sht equity

Morgan Stanley
Royal Bank of Canada
LPL Financial
Ameriprise Financial
Envestnet Asset Management
Raymond James Financial
Assetmark
Cetera Investment Advisers
Merit Financial Group
Central Trust & Investment
Branch Banking & Trust Company
Cambridge Investment Research Advisors
VestGen Advisors
Stifel Financial
Cornerstone Planning Group

View all funds holding First Tr Exch Traded Fund Ii lng/sht equity