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First Tr Exchange Traded Fd multi asset di shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exchange Traded Fd multi asset di (MDIV) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Tr Exchange Traded Fd multi asset di

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd multi asset di 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 Fd multi asset di by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.5k 94 16.35
2024-12-31 $1.5k 94 16.15

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 Fd multi asset di

Flaharty Asset Management
Ameriprise Financial
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Stifel Financial
Harbour Investments
Royal Bank of Canada
Cetera Investment Advisers
Wells Fargo & Company
Rockport Wealth
Raymond James Financial
Capital Investment Advisory Services
Cambridge Investment Research Advisors
Rockefeller Capital Management

View all funds holding First Tr Exchange Traded Fd multi asset di