Cyndeo Wealth Partners, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr ETF Vi Nasdaq Oil & G stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,439 shares of FTXN stock, worth $351,526. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,439

Previous 12,439 -0.0%

Holding current value

$351,526

Previous $360,000 0.83%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$28.19 - $31.47 $338 - $377	-12 Reduced 0.1%	12,439 $360,000
Q2 2024 Jul 30, 2024	SELL	$29.77 - $33.62 $2.39 Million - $2.7 Million	-80,174 Reduced 86.56%	12,451 $384,000
Q1 2024 Apr 16, 2024	SELL	$26.88 - $32.3 $165,580 - $198,967	-6,160 Reduced 6.24%	92,625 $2.99 Million
Q4 2023 Jan 12, 2024	BUY	$27.22 - $30.96 $2.25 Million - $2.56 Million	82,682 Added 513.46%	98,785 $2.8 Million
Q2 2023 Jul 27, 2023	SELL	$24.83 - $28.24 $6.06 Million - $6.89 Million	-244,099 Reduced 93.81%	16,103 $423,000
Q1 2023 Apr 21, 2023	SELL	$24.88 - $30.16 $244,769 - $296,714	-9,838 Reduced 3.64%	260,202 $7.02 Million
Q4 2022 Jan 25, 2023	BUY	$25.96 - $31.59 $7.01 Million - $8.53 Million	270,040 New	270,040 $0

Others Institutions Holding FTXN

# of Institutions

101

Shares Held

3.58M

Call Options Held

Put Options Held

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About FIRST TR ETF VI NASDAQ OIL & G

Ticker FTXN
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC First Tr ETF Vi Nasdaq Oil & G Transaction History