Cyndeo Wealth Partners »

First Trust Cnsmer Disry Alpha Fnd shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Trust Cnsmer Disry Alpha Fnd (FXD) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Trust Cnsmer Disry Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsmer Disry Alpha Fnd 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 Trust Cnsmer Disry Alpha Fnd by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 41k 64.54
2023-12-31 $3.1M 52k 58.98
2023-09-30 $6.2M 122k 51.01
2023-06-30 $6.9M 125k 55.21

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 Cnsmer Disry Alpha Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
O'Dell Group
Bank of America Corporation
Raymond James & Associates
CFG Asset Management
Nilsine Partners
Goldman Sachs Group
UBS Group
Advisory Services Network
Janney Montgomery Scott
Benjamin F. Edwards & Company
Branch Banking & Trust Company
WCG Wealth Advisors
Stifel Financial

View all funds holding First Trust Cnsmer Disry Alpha Fnd