Arkadios Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Arkadios Wealth 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	$2.19M	Buy	80,980 +25,316	+45%	+$728K	0.03%	501
2026 Q1	$1.6M	Sell	55,664 -5,624	-9%	-$145K	0.03%	604
2025 Q4	$1.42M	Buy	61,288 +4,849	+9%	+$126K	0.03%	559
2025 Q3	$1.46M	Buy	56,439 +42	+0.1%	+$1.06K	0.04%	503
2025 Q2	$1.39M	Sell	56,397 -1,388	-2%	-$34.1K	0.04%	445
2025 Q1	$1.47M	Buy	57,785 +8,511	+17%	+$213K	0.06%	361
2024 Q4	$1.18M	Buy	49,274 +4,610	+10%	+$109K	0.06%	296
2024 Q3	$1.06M	Sell	44,664 -9,711	-18%	-$225K	0.06%	307
2024 Q2	$1.3M	Sell	54,375 -2,947	-5%	-$71.4K	0.09%	229
2024 Q1	$1.36M	Sell	57,322 -8,491	-13%	-$196K	0.11%	185
2023 Q4	$1.48M	Sell	65,813 -44,582	-40%	-$1.04M	0.12%	170
2023 Q3	$2.65M	Sell	110,395 -50,324	-31%	-$1.22M	0.25%	102
2023 Q2	$3.66M	Sell	160,719 -9,739	-6%	-$224K	0.43%	53
2023 Q1	$4M	Sell	170,458 -766	-0.4%	-$18.2K	0.48%	48
2022 Q4	$4.19M	Sell	171,224 -113,118	-40%	-$2.95M	0.56%	41
2022 Q3	$7.21M	Buy	284,342 +20,818	+8%	+$551K	1.09%	12
2022 Q2	$7.05M	Sell	263,524 -473	-0.2%	-$13.7K	1.05%	11
2022 Q1	$7.5M	Buy	263,997 +219,820	+498%	+$5.77M	0.98%	14
2021 Q4	$1.02M	Sell	44,177 -1,171	-3%	-$28.8K	0.14%	177
2021 Q3	$1.09M	Sell	45,348 -8,002	-15%	-$189K	0.16%	151
2021 Q2	$1.26M	Buy	53,350 +25,381	+91%	+$577K	0.15%	169
2021 Q1	$585K	Buy	27,969 +17,500	+167%	+$363K	0.1%	225
2020 Q4	$202K	Buy	+10,469	New	+$187K	0.04%	324
2020 Q2	–	Sell	-485	Closed	-$6.92K	–	1017
2020 Q1	$6.92K	Hold	485	–	–	﹤0.01%	714
2019 Q4	$8.64K	Buy	+485	New	+$8.97K	0.01%	618

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

Arkadios Wealth Advisors's FTGC Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 45% in Q2 2026, buying an estimated $728K and bringing the position to 80,980 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #501.

Arkadios Wealth Advisors first reported a position in FTGC in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.5M in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Arkadios Wealth Advisors held 80,980 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.19M as of Q2 2026.
Arkadios Wealth Advisors bought 25,316 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $728K.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #501 holding.
Arkadios Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2019 and has held it in 25 quarters since.
Arkadios Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $7.5M in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.