Annis Gardner Whiting Capital Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$219K	Sell	8,109 -118	-1%	-$3.39K	0.03%	328
2026 Q1	$236K	Buy	8,227 +774	+10%	+$20K	0.04%	284
2025 Q4	$173K	Hold	7,453	–	–	0.03%	309
2025 Q3	$193K	Buy	+7,453	New	+$189K	0.04%	274

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 22.9% 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

Annis Gardner Whiting Capital Advisors's FTGC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 1.4% in Q2 2026, selling an estimated $3.39K and leaving 8,109 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #328.

Annis Gardner Whiting Capital Advisors first reported a position in FTGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $236K in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 8,109 shares of First Trust Global Tactical Commodity Strategy Fund worth $219K as of Q2 2026.
Annis Gardner Whiting Capital Advisors sold 118 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $3.39K.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #328 holding.
Annis Gardner Whiting Capital Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
Annis Gardner Whiting Capital Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $236K in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.