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FIRST TR EXCH TRD ALPHA FD I switzlnd alpha shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of FIRST TR EXCH TRD ALPHA FD I switzlnd alpha (FSZ) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in FIRST TR EXCH TRD ALPHA FD I switzlnd alpha

Tip: Access up to 7 years of quarterly data

All positions including FIRST TR EXCH TRD ALPHA FD I switzlnd alpha 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 TR EXCH TRD ALPHA FD I switzlnd alpha by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $387k 6.1k 63.71
2023-12-31 $546k 8.4k 65.04
2023-09-30 $2.4M 42k 57.68
2023-06-30 $2.5M 42k 60.04
2023-03-31 $2.5M 40k 60.97
2022-12-31 $2.2M 40k 54.88

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 TR EXCH TRD ALPHA FD I switzlnd alpha

Vontobel Holding
Wells Fargo & Company
Benjamin F. Edwards & Company
Jane Street
Syon Capital
Cottonwood Capital Advisors
Transamerica Financial Advisors
Stifel Financial
Goldman Sachs Group
Cyndeo Wealth Partners
HighTower Advisors
Raymond James & Associates
Advisor Group Holdings
Advisory Services Network
UBS Group

View all funds holding FIRST TR EXCH TRD ALPHA FD I switzlnd alpha