Synergy Investment Management, LLC
Position in FAD — First Trust Multi Cap Growth AlphaDEX Fund
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in FAD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FAD | $4,531,266 | 28,513 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FAD | $4,280,932 | 26,450 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 FAD | $4,217,648 | 26,270 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 FAD | $47,090 | 364 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 FAD | $28,333 | 205 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||