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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q2 		– Sell
-81,076
Closed -$2.07M – 68
2025
Q1 		$2.07M Buy
+81,076
New +$2.03M 1.46% 14

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's FTGC Position: Q2 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 81,076 shares — an estimated $2.07M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in FTGC in Q1 2025 and held it in 1 quarter. The position peaked at $2.07M in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 81,076 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $2.07M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.07M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2025, filed 10 Aug 2026.