Cyndeo Wealth Partners »

First Tr Exchange Traded Fd senior ln shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln 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 Exchange Traded Fd senior ln by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 340k 46.21
2023-12-31 $15M 331k 46.07
2023-09-30 $15M 336k 45.74
2023-06-30 $15M 329k 45.30
2023-03-31 $14M 316k 45.24
2022-12-31 $7.3M 164k 44.59

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 Exchange Traded Fd senior ln

Bank of America Corporation
Royal Bank of Canada
Jane Street
UBS Group
Wells Fargo & Company
One Capital Management
Flaharty Asset Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Welch & Forbes
Raymond James & Associates
Global Assets Advisory
TL Private Wealth
Telemus Capital
Virtue Capital Management

View all funds holding First Tr Exchange Traded Fd senior ln