Cyndeo Wealth Partners »

D First Tr Exchange-traded shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D First Tr Exchange-traded by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $400k 22k 18.22

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Johnson & Johnson (JNJ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Physical Silver Tr Tr Unit (PSLV)
Vanguard Index Fds Small Cp Etf (VB)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Sprott Physical Gold Tr Unit (PHYS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Cyndeo Wealth Partners

Top funds holding D First Tr Exchange-traded

Royal Bank of Canada
Wells Fargo & Company
LPL Financial
UBS Group
Raymond James Financial
Ameriprise Financial
SRS Capital Advisors
HighTower Advisors
Cetera Investment Advisers
Kestra Advisory Services
Stifel Financial
Advisory Alpha
Integrity Wealth Advisors
Advisor Group Holdings
Envestnet Asset Management

View all funds holding D First Tr Exchange-traded