Cyndeo Wealth Partners, LLC First Trust Global Tactical CO Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Global Tactical CO stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 850,853 shares of FTGC stock, worth $21.2 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

850,853

Previous 817,764 4.05%

Holding current value

$21.2 Million

Previous $19.4 Million 5.1%

% of portfolio

1.43%

Previous 1.38%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$23.23 - $24.25 $768,657 - $802,408	33,089 Added 4.05%	850,853 $20.4 Million
Q3 2024 Oct 18, 2024	BUY	$22.3 - $24.39 $1.9 Million - $2.07 Million	85,026 Added 11.6%	817,764 $19.4 Million
Q2 2024 Jul 30, 2024	SELL	$23.62 - $24.89 $785,435 - $827,667	-33,253 Reduced 4.34%	732,738 $17.5 Million
Q1 2024 Apr 16, 2024	BUY	$22.29 - $23.89 $1.39 Million - $1.49 Million	62,473 Added 8.88%	765,991 $18.2 Million
Q4 2023 Jan 12, 2024	BUY	$22.25 - $24.14 $4.02 Million - $4.36 Million	180,663 Added 34.55%	703,518 $15.8 Million
Q3 2023 Oct 10, 2023	BUY	$22.87 - $25.02 $8.7 Million - $9.51 Million	380,272 Added 266.7%	522,855 $12.5 Million
Q2 2023 Jul 27, 2023	BUY	$21.87 - $24.16 $65,150 - $71,972	2,979 Added 2.13%	142,583 $3.25 Million
Q1 2023 Apr 21, 2023	SELL	$22.79 - $24.69 $5.89 Million - $6.38 Million	-258,452 Reduced 64.93%	139,604 $3.28 Million
Q4 2022 Jan 25, 2023	BUY	$23.67 - $27.37 $9.42 Million - $10.9 Million	398,056 New	398,056 $0

Others Institutions Holding FTGC

# of Institutions

261

Shares Held

71.2M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
Sector ETFs
Industry ETFs

More about FTGC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC First Trust Global Tactical CO Transaction History