Cyndeo Wealth Partners »

First Tr Exch Traded Fund Ii lng/sht equity shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Tr Exch Traded Fund Ii lng/sht equity (FTLS) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Tr Exch Traded Fund Ii lng/sht equity

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Traded Fund Ii lng/sht equity 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 First Tr Exch Traded Fund Ii lng/sht equity by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $786k 12k 65.81
2024-09-30 $802k 13k 63.47

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding First Tr Exch Traded Fund Ii lng/sht equity

Morgan Stanley
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Jpmorgan Chase & Co
Cetera Investment Advisers
Envestnet Asset Management
Branch Banking & Trust Company
Central Trust & Investment
Private Advisor
Raymond James Financial
HighTower Advisors
Cambridge Investment Research Advisors
Cornerstone Planning Group
CWM

View all funds holding First Tr Exch Traded Fund Ii lng/sht equity