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First Trust Small Cap Cr AlphaDEX shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Trust Small Cap Cr AlphaDEX (FYX) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Trust Small Cap Cr AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Small Cap Cr AlphaDEX 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 Small Cap Cr AlphaDEX by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $45k 500 90.09
2024-12-31 $54k 532 101.06

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 Trust Small Cap Cr AlphaDEX

Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Raymond James Financial
Cetera Investment Advisers
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Chicago Partners Investment
Commonwealth Equity Services
Wealth Alliance Advisory Group
Advisor Group Holdings

View all funds holding First Trust Small Cap Cr AlphaDEX