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First Tr Exchange-traded shares owned by Synergy Financial Management

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 Exchange-traded by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $253k 8.6k 29.40

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Amphenol Corp Cl A (APH)
Bank of America Corporation (BAC)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ascendis Pharma A/s Ord Shs (ASND)
Raytheon Technologies Corp (RTX)

View all positions for Synergy Financial Management

Top funds holding First Tr Exchange-traded

LPL Financial
Wells Fargo & Company
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Stifel Financial
Advisor Group Holdings
Commonwealth Equity Services
Kestra Advisory Services
Baird Financial
Harbour Investments
Cambridge Investment Research Advisors
SRS Capital Advisors
Gail Mannix
Envestnet Asset Management

View all funds holding First Tr Exchange-traded