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First Trust NASDAQ Clean Edge shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Trust NASDAQ Clean Edge (GRID) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Trust NASDAQ Clean Edge

Tip: Access up to 7 years of quarterly data

All positions including First Trust NASDAQ Clean Edge held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust NASDAQ Clean Edge by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 17k 127.25
2024-06-30 $222k 1.9k 115.58
2023-12-31 $204k 1.9k 104.71
2021-12-31 $295k 2.9k 102.28

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
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Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Meta Platforms Cl A (META)
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Schlumberger Com Stk (SLB)
Pdd Holdings Sponsored Ads (PDD)
Chemed Corp Com Stk (CHE)
Bank of America Corporation (BAC)
Medtronic SHS (MDT)

View all positions for Synergy Financial Management

Top funds holding First Trust NASDAQ Clean Edge

Bank of America Corporation
Assetmark
Morgan Stanley
LPL Financial
International Assets Investment Management
Traphagen Investment Advisors
Wells Fargo & Company
Gitterman Wealth Management
Arlington Financial Advisors
Flow Traders US
Kestra Advisory Services
Mivtachim The Workers Social Insurance Fund
Raymond James & Associates
Commonwealth Equity Services
Private Advisor

View all funds holding First Trust NASDAQ Clean Edge