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

Cyndeo 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 		$31.3M Buy
1,157,535
+24,786
+2% +$713K 1.48% 8
2026
Q1 		$32.5M Buy
1,132,749
+187,780
+20% +$4.85M 1.71% 6
2025
Q4 		$22M Buy
944,969
+41,105
+5% +$1.07M 1.18% 15
2025
Q3 		$23.4M Sell
903,864
-3,931
-0.4% -$99.7K 1.3% 13
2025
Q2 		$22.4M Buy
907,795
+23,319
+3% +$574K 1.33% 11
2025
Q1 		$22.6M Buy
884,476
+33,623
+4% +$843K 1.48% 9
2024
Q4 		$20.4M Buy
850,853
+33,089
+4% +$783K 1.38% 8
2024
Q3 		$19.4M Buy
817,764
+85,026
+12% +$1.97M 1.35% 10
2024
Q2 		$17.5M Sell
732,738
-33,253
-4% -$805K 1.37% 8
2024
Q1 		$18.2M Buy
765,991
+62,473
+9% +$1.44M 1.51% 8
2023
Q4 		$15.8M Buy
703,518
+180,663
+35% +$4.21M 1.46% 9
2023
Q3 		$12.5M Buy
522,855
+380,272
+267% +$9.18M 1.31% 16
2023
Q2 		$3.25M Buy
142,583
+2,979
+2% +$68.5K 0.34% 96
2023
Q1 		$3.28M Sell
139,604
-258,452
-65% -$6.14M 0.35% 90
2022
Q4 		$9.75M Buy
+398,056
New +$10.4M 1.14% 13

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 2.2% in Q2 2026, buying an estimated $713K and bringing the position to 1,157,535 shares worth $31.3M. The position accounts for 1.48% of the portfolio, ranked #8.

Cyndeo Wealth Partners first reported a position in FTGC in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.5M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Cyndeo Wealth Partners held 1,157,535 shares of First Trust Global Tactical Commodity Strategy Fund worth $31.3M as of Q2 2026.
  • Cyndeo Wealth Partners bought 24,786 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $713K.
  • First Trust Global Tactical Commodity Strategy Fund made up 1.48% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's First Trust Global Tactical Commodity Strategy Fund position peaked at $32.5M in Q1 2026.
  • 274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.