Action Point Financial Planning’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Action Point Financial Planning’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	$30.7K	Buy	+1,133	New	+$32.6K	﹤0.01%	984

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Action Point Financial Planning's FTGC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 1,133 shares worth $30.7K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings.

273 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Action Point Financial Planning held 1,133 shares of First Trust Global Tactical Commodity Strategy Fund worth $30.7K as of Q2 2026.
First Trust Global Tactical Commodity Strategy Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #984 holding.
273 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.