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First Tr Exchng Traded Fd Vi tcw unconstrai shares owned by Synergy Investment Management

Quarter-by-quarter ownership of First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in First Tr Exchng Traded Fd Vi tcw unconstrai

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchng Traded Fd Vi tcw unconstrai 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 Exchng Traded Fd Vi tcw unconstrai by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 252k 25.19
2025-03-31 $1.9M 76k 24.75
2024-12-31 $1.8M 75k 24.65

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 Exchng Traded Fd Vi tcw unconstrai

LPL Financial
Morgan Stanley
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Harbour Investments
HighTower Advisors
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Jpmorgan Chase & Co
Branch Banking & Trust Company
Stifel Financial
Cetera Investment Advisers
Csenge Advisory Group

View all funds holding First Tr Exchng Traded Fd Vi tcw unconstrai