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First Tr Exchange Traded Fd lng dur oprtun shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Tr Exchange Traded Fd lng dur oprtun (LGOV) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Tr Exchange Traded Fd lng dur oprtun

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0016.181622M6.1816225M6.181623M6.1816235M6.181624M296.622k296.6225k296.623k296.6235k296.624k
Value ($)Share countHistorical LGOV position of Cyndeo Wealth Partners Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd lng dur oprtun 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 Exchange Traded Fd lng dur oprtun by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.2M 297k 20.84

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
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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 Exchange Traded Fd lng dur oprtun

LPL Financial
Raymond James Financial
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Envestnet Asset Management
Atria Wealth Solutions
Cambridge Investment Research Advisors
GDS Wealth Management
Royal Bank of Canada
HighTower Advisors
Raymond James & Associates
Financial Enhancement
Marshall Financial Group
Csenge Advisory Group
Stephens
Advisor Group Holdings

View all funds holding First Tr Exchange Traded Fd lng dur oprtun