Cyndeo Wealth Partners, LLC First Tr Exchange Traded Fd Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 28,802 shares of FXD stock, worth $1.86 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

28,802

Previous 33,411 13.79%

Holding current value

$1.86 Million

Previous $2.11 Million 11.97%

% of portfolio

0.13%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$62.05 - $68.52 $285,988 - $315,808	-4,609 Reduced 13.79%	28,802 $1.86 Million
Q3 2024 Oct 18, 2024	SELL	$56.55 - $63.72 $56 - $63	-1 Reduced -0.0%	33,411 $2.11 Million
Q2 2024 Jul 30, 2024	SELL	$58.3 - $64.09 $416,028 - $457,346	-7,136 Reduced 17.6%	33,412 $2 Million
Q1 2024 Apr 16, 2024	SELL	$56.49 - $64.54 $654,380 - $747,631	-11,584 Reduced 22.22%	40,548 $2.62 Million
Q4 2023 Jan 12, 2024	SELL	$46.79 - $59.42 $3.28 Million - $4.17 Million	-70,157 Reduced 57.37%	52,132 $3.07 Million
Q3 2023 Oct 10, 2023	SELL	$49.94 - $58.14 $113,064 - $131,628	-2,264 Reduced 1.82%	122,289 $6.24 Million
Q2 2023 Jul 27, 2023	BUY	$49.26 - $55.21 $6.14 Million - $6.88 Million	124,553 New	124,553 $6.88 Million

Others Institutions Holding FXD

# of Institutions

149

Shares Held

22.4M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

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Cyndeo Wealth Partners, LLC First Tr Exchange Traded Fd Transaction History