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First Tr Exchng Traded Fd Vi shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi (QSPT) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Tr Exchng Traded Fd Vi

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All positions including First Tr Exchng Traded Fd Vi 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 Tr Exchng Traded Fd Vi by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 112k 29.58
2025-06-30 $1.1M 37k 29.58
2025-03-31 $997k 38k 26.51

More positions owned by Synergy Financial Management

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Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple (AAPL)
Coca-Cola Company (KO)
Citizens Financial (CFG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Boston Scientific Corporation (BSX)
Corcept Therapeutics Incorporated (CORT)
Eli Lilly & Co. (LLY)

View all positions for Synergy Financial Management

Top funds holding First Tr Exchng Traded Fd Vi

Commonwealth Equity Services
Outlook Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Envestnet Asset Management
Synergy Financial Management
LPL Financial
Raymond James Financial
Stephens
Cambridge Investment Research Advisors
Keystone Wealth Services
Kestra Advisory Services
Red Crane Wealth Management
Global Assets Advisory
SMART Wealth

View all funds holding First Tr Exchng Traded Fd Vi