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 Q2	–	Sell	-7,183	Closed	-$206K	–	193
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Core Wealth Partners's FTGC Position: Q2 2026 in Review

Core Wealth Partners sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 7,183 shares — an estimated $206K sold.

Core Wealth Partners first reported a position in FTGC in Q4 2022 and held it in 10 quarters. The position peaked at $330K in Q1 2023. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Core Wealth Partners reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
Core Wealth Partners sold 7,183 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $206K.
Core Wealth Partners first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and held it in 10 quarters.
Core Wealth Partners's First Trust Global Tactical Commodity Strategy Fund position peaked at $330K in Q1 2023.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.