AE Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

AE Wealth Management’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	$2.37M	Sell	87,620 -1,246	-1%	-$35.8K	0.01%	607
2026 Q1	$2.55M	Buy	88,866 +50,184	+130%	+$1.3M	0.01%	576
2025 Q4	$899K	Buy	38,682 +26,023	+206%	+$676K	0.01%	838
2025 Q3	$328K	Buy	12,659 +86	+0.7%	+$2.18K	﹤0.01%	1149
2025 Q2	$310K	Sell	12,573 -3,281	-21%	-$80.7K	﹤0.01%	1108
2025 Q1	$405K	Buy	15,854 +986	+7%	+$24.7K	﹤0.01%	980
2024 Q4	$356K	Sell	14,868 -4,276	-22%	-$101K	﹤0.01%	1028
2024 Q3	$454K	Sell	19,144 -16,049	-46%	-$372K	﹤0.01%	914
2024 Q2	$841K	Buy	35,193 +47	+0.1%	+$1.14K	0.01%	745
2024 Q1	$834K	Sell	35,146 -197,866	-85%	-$4.56M	0.01%	696
2023 Q4	$5.41M	Buy	233,012 +328	+0.1%	+$7.65K	0.03%	567
2023 Q3	$5.58M	Sell	232,684 -3,794	-2%	-$91.6K	0.03%	515
2023 Q2	$5.38M	Buy	236,478 +5,929	+3%	+$136K	0.03%	515
2023 Q1	$5.42M	Sell	230,549 -72,645	-24%	-$1.73M	0.03%	490
2022 Q4	$7.43M	Buy	303,194 +23,318	+8%	+$609K	0.05%	382
2022 Q3	$7.09M	Sell	279,876 -329,271	-54%	-$8.71M	0.06%	352
2022 Q2	$16.3M	Buy	609,147 +35,942	+6%	+$1.04M	0.13%	175
2022 Q1	$16.3M	Buy	573,205 +415,782	+264%	+$10.9M	0.11%	183
2021 Q4	$3.63M	Buy	157,423 +23,060	+17%	+$567K	0.03%	510
2021 Q3	$3.24M	Buy	134,363 +7,778	+6%	+$184K	0.03%	493
2021 Q2	$2.99M	Buy	+126,585	New	+$2.88M	0.03%	510
2020 Q1	–	Sell	-15,522	Closed	-$294K	–	1169
2019 Q4	$294K	Buy	15,522 +4,096	+36%	+$75.8K	0.01%	908
2019 Q3	$207K	Sell	11,426 -2,077	-15%	-$37.9K	0.01%	912
2019 Q2	$251K	Buy	13,503 +2,732	+25%	+$50.5K	0.01%	818
2019 Q1	$202K	Sell	10,771 -6,227	-37%	-$116K	0.01%	592
2018 Q4	$305K	Sell	16,998 -6,197	-27%	-$119K	0.05%	343
2018 Q3	$460K	Buy	+23,195	New	+$458K	0.03%	342

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

AE Wealth Management's FTGC Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 1.4% in Q2 2026, selling an estimated $35.8K and leaving 87,620 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #607.

AE Wealth Management first reported a position in FTGC in Q3 2018 and has held it in 27 quarters since. The position peaked at $16.3M in Q2 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

AE Wealth Management held 87,620 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.37M as of Q2 2026.
AE Wealth Management sold 1,246 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $35.8K.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #607 holding.
AE Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2018 and has held it in 27 quarters since.
AE Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $16.3M in Q2 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.