CWP
Cyndeo Wealth Partners’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
907,795
+23,319
| +3% | +$575K | 1.33% | 11 |
|
|
2025
Q1 | $22.6M | Buy |
884,476
+33,623
| +4% | +$858K | 1.48% | 9 |
|
|
2024
Q4 | $20.4M | Buy |
850,853
+33,089
| +4% | +$792K | 1.38% | 8 |
|
|
2024
Q3 | $19.4M | Buy |
817,764
+85,026
| +12% | +$2.01M | 1.35% | 10 |
|
|
2024
Q2 | $17.5M | Sell |
732,738
-33,253
| -4% | -$795K | 1.37% | 8 |
|
|
2024
Q1 | $18.2M | Buy |
765,991
+62,473
| +9% | +$1.48M | 1.51% | 8 |
|
|
2023
Q4 | $15.8M | Buy |
703,518
+180,663
| +35% | +$4.05M | 1.46% | 9 |
|
|
2023
Q3 | $12.5M | Buy |
522,855
+380,272
| +267% | +$9.13M | 1.31% | 16 |
|
|
2023
Q2 | $3.25M | Buy |
142,583
+2,979
| +2% | +$67.8K | 0.34% | 96 |
|
|
2023
Q1 | $3.28M | Sell |
139,604
-258,452
| -65% | -$6.07M | 0.35% | 90 |
|
|
2022
Q4 | $9.75M | Buy |
+398,056
| New | +$9.75M | 1.14% | 13 |
|