Cyndeo Wealth Partners, LLC First Tr Fd Dow Jones Transaction History
Cyndeo Wealth Partners, LLC
- $1.61 Billion
- Q2 2025
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,842 shares of FDN stock, worth $1.86 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,842
Previous 7,289
6.13%
Holding current value
$1.86 Million
Previous $1.62 Million
13.77%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding FDN
# of Institutions
656Shares Held
16.6MCall Options Held
75.5KPut Options Held
61.1K-
First Trust Advisors LP Wheaton, IL3.15MShares$856 Million0.72% of portfolio
-
Morgan Stanley New York, NY1.52MShares$413 Million0.02% of portfolio
-
Ubs Group Ag1.15MShares$313 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA1.04MShares$281 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC740KShares$201 Million0.07% of portfolio