{"id":78421,"date":"2026-04-17T03:18:09","date_gmt":"2026-04-17T03:18:09","guid":{"rendered":"https:\/\/diyhaven858.wasmer.app\/index.php\/cyndeo-wealth-partners-increases-position-in-first-trust-global-tactical-commodity-strategy-fund\/"},"modified":"2026-04-17T03:18:09","modified_gmt":"2026-04-17T03:18:09","slug":"cyndeo-wealth-partners-increases-position-in-first-trust-global-tactical-commodity-strategy-fund","status":"publish","type":"post","link":"https:\/\/diyhaven858.wasmer.app\/index.php\/cyndeo-wealth-partners-increases-position-in-first-trust-global-tactical-commodity-strategy-fund\/","title":{"rendered":"Cyndeo Wealth Partners Increases Position in First Trust Global Tactical Commodity Strategy Fund"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->According to a SEC filing dated April 13, 2026, Cyndeo Wealth Partners, LLC increased its <strong>First Trust Global Tactical Commodity Strategy Fund<\/strong> <span class=\"ticker\">(NASDAQ:FTGC)<\/span> position by 187,780 shares during the first quarter. At quarter end, the stake was valued at $32.52 million, up $10.57 million from the prior report, reflecting both share purchases and market price movements.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->This buy increased FTGC\u2019s proportion of 13F assets to 1.71%.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Top five holdings after the filing:<!-- HTML_TAG_END --><\/p>\n<ul class=\"yf-1p2hw41\">\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ: MSFT: $71.29 million (3.8% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ: AAPL: $57.31 million (3.0% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ: NVDA: $54.96 million (2.9% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ: AVGO: $52.61 million (2.8% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<li class=\"yf-1p2hw41\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->NASDAQ: AMZN: $40.66 million (2.1% of AUM)<!-- HTML_TAG_END --><\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->As of April 10, 2026, FTGC shares were priced at $28.24, up 42.1% over the past year, outperforming the S&amp;P 500 by 15.71 percentage points. Its annualized dividend yield for FTGC is 15.39%<!-- HTML_TAG_END --><\/p>\n<div class=\"table-container yf-t4vsm6\">\n<table class=\"article-table yf-t4vsm6\">\n<thead>\n<tr>\n<th>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Metric<!-- HTML_TAG_END --><\/p>\n<\/th>\n<th>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Value<!-- HTML_TAG_END --><\/p>\n<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td data-testid=\"cell-0-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->AUM<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-0-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->2.52 billion<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-1-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Dividend yield<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-1-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->15.39%<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-2-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Price (as of market close April 10, 2026)<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-2-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->$28.24<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td data-testid=\"cell-3-0\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->One-year total return<!-- HTML_TAG_END --><\/p>\n<\/td>\n<td data-testid=\"cell-3-1\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->42.12%<!-- HTML_TAG_END --><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The First Trust Global Tactical Commodity Strategy Fund (FTGC) is a large, actively managed ETF designed to deliver total return by investing in a diversified basket of commodity futures. The fund employs a tactical allocation strategy, aiming to capture opportunities across various commodity markets while managing risk. It is structured as an actively managed ETF seeking total return and stable risk profile through global tactical commodity exposure.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Its competitive advantage lies in its flexible approach and high distribution yield, appealing to investors seeking both income and inflation hedging through commodities exposure.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The First Trust Global Tactical Commodity Strategy Fund provides exposure to commodities through an actively managed portfolio of futures contracts across energy, metals, and agricultural markets. Unlike index-based commodity ETFs, FTGC adjusts its positioning over time, which means its results depend not only on commodity prices but also on how those exposures are managed.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Because of this setup, the ETF\u2019s performance is influenced by both price movements and futures market mechanics. When contracts are rolled, conditions such as contango and backwardation can either reduce or boost returns, so results may differ from spot price changes. The fund\u2019s active management adds another layer, as positioning decisions can influence how these factors play out across market cycles.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->For investors, FTGC offers commodity exposure that behaves differently from both equities and traditional income-oriented investments. Its distributions can appear elevated, but they do not represent income in the same way as dividends or bond interest, as they may include gains generated within the strategy. That distinction matters in volatile or uneven commodity markets, where results can be shaped as much by positioning and market structure as by price direction alone.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<div style=\"display: none\" data-testid=\"read-more\">\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Before you buy stock in First Trust Exchange-Traded Fund VII &#8211; First Trust Global Tactical Commodity Strategy Fund, consider this:<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->The <em>Motley Fool Stock Advisor<\/em> analyst team just identified what they believe are the\u00a0<strong>10 best stocks<\/strong> for investors to buy now\u2026 and First Trust Exchange-Traded Fund VII &#8211; First Trust Global Tactical Commodity Strategy Fund wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Consider when <strong>Netflix<\/strong> made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0<strong>you\u2019d have $573,160<\/strong>!* Or when <strong>Nvidia<\/strong> made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, <strong>you\u2019d have $1,204,712<\/strong>!*<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Now, it\u2019s worth noting\u00a0<em>Stock Advisor\u2019s<\/em> total average return is 1,002<span>% \u2014 a market-crushing outperformance compared to 195% for the S&amp;P 500.\u00a0<strong><span>Don&#8217;t miss the latest top 10 list, available with\u00a0<em>Stock Advisor<\/em>, and join an investing community built by individual investors for individual investors.<\/span><\/strong><\/span><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><strong>See the 10 stocks \u00bb<\/strong><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>*Stock Advisor returns as of April 15, 2026. <\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START --><em>Eric Trie has positions in Nvidia. The Motley Fool has positions in and recommends Amazon, Apple, Broadcom, Microsoft, and Nvidia and is short shares of Apple. The Motley Fool has a disclosure policy.<\/em><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1fy9kyt\"><!-- HTML_TAG_START -->Cyndeo Wealth Partners Increases Position in First Trust Global Tactical Commodity Strategy Fund was originally published by The Motley Fool<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>According to a SEC filing dated April 13, 2026, Cyndeo Wealth Partners, LLC increased its First Trust Global Tactical Commodity Strategy Fund (NASDAQ:FTGC) position by 187,780 shares during the first quarter. At quarter end, the stake was valued at $32.52 million, up $10.57 million from the prior report, reflecting both share purchases and market price [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":78422,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_daextam_enable_autolinks":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[10],"tags":[7084,3390,4509,7082,7083,4511,3439,7085],"class_list":["post-78421","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-news","tag-actively-managed","tag-aum","tag-commodity-futures","tag-commodity-markets","tag-cyndeo-wealth-partners","tag-first-trust","tag-llc","tag-total-return"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/diyhaven858.wasmer.app\/wp-content\/uploads\/2026\/04\/b8ee175b3efdac64fb5a89fc976af15e.png","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/78421","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/comments?post=78421"}],"version-history":[{"count":0,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/posts\/78421\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media\/78422"}],"wp:attachment":[{"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/media?parent=78421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/categories?post=78421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/diyhaven858.wasmer.app\/index.php\/wp-json\/wp\/v2\/tags?post=78421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}