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First Tr Exchange-traded shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded 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 by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 10k 25.85

More positions owned by Cyndeo Wealth Partners

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

View all positions for Cyndeo Wealth Partners

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Wells Fargo & Company
Stifel Financial
Cetera Investment Advisers
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Baird Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Colony
Kestra Advisory Services
Gail Mannix
Prospera Financial Services

View all funds holding First Tr Exchange-traded