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First Trust Materials AlphaDEX Fnd shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Trust Materials AlphaDEX Fnd (FXZ) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Trust Materials AlphaDEX Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Materials AlphaDEX Fnd 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 Trust Materials AlphaDEX Fnd by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 200 76.21
2025-03-31 $34k 608 55.46
2024-12-31 $50k 875 56.80

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 Trust Materials AlphaDEX Fnd

Wells Fargo & Company
Bank of America Corporation
LPL Financial
Morgan Stanley
UBS Group
Cetera Investment Advisers
Cambridge Investment Research Advisors
Ameriprise Financial
Virtue Capital Management
WCG Wealth Advisors
Envestnet Asset Management
IronBridge Private Wealth
Branch Banking & Trust Company
Raymond James Financial
Royal Bank of Canada

View all funds holding First Trust Materials AlphaDEX Fnd