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First Trust Large Cap Core Alp Fnd shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Trust Large Cap Core Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Core Alp Fnd held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $512k 5.2k 99.24
2023-12-31 $465k 5.2k 90.16
2023-09-30 $418k 5.2k 81.10
2023-06-30 $433k 5.2k 84.01

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding First Trust Large Cap Core Alp Fnd

Wells Fargo & Company
Janney Montgomery Scott
UBS Group
Commonwealth Equity Services
Bank of America Corporation
Raymond James Financial Services Advisors
Silver Oak Securities
Branch Banking & Trust Company
HBK Sorce Advisory
Raymond James & Associates
Advisor Group Holdings
Wealthsource Partners
Royal Bank of Canada
Kestra Advisory Services
Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd