CWP
FTGC icon

Core Wealth Partners’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Core Wealth Partners’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
+7,183
New +$186K 0.1% 166
2025
Q1 		– Sell
-8,601
Closed -$206K – 173
2024
Q4 		$206K Buy
8,601
+10
+0.1% +$237 0.12% 160
2024
Q3 		$204K Buy
8,591
+11
+0.1% +$255 0.12% 159
2024
Q2 		$205K Buy
8,580
+10
+0.1% +$242 0.14% 140
2024
Q1 		$203K Sell
8,570
-2,005
-19% -$46.2K 0.15% 134
2023
Q4 		$237K Sell
10,575
-1,262
-11% -$29.4K 0.19% 100
2023
Q3 		$284K Buy
11,837
+11
+0.1% +$266 0.26% 80
2023
Q2 		$269K Sell
11,826
-2,242
-16% -$51.5K 0.25% 79
2023
Q1 		$330K Buy
14,068
+11,961
+568% +$284K 0.33% 68
2022
Q4 		$289K Buy
+2,107
New +$55K 0.33% 70

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return