AI
FTGC icon

Atria Investments’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Atria Investments’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 		– Sell
-8,758
Closed -$251K – 2179
2026
Q1 		$251K Buy
+8,758
New +$226K ﹤0.01% 1859
2025
Q4 		– Sell
-8,539
Closed -$221K – 2068
2025
Q3 		$221K Sell
8,539
-1,312
-13% -$33.3K ﹤0.01% 1891
2025
Q2 		$243K Buy
+9,851
New +$242K ﹤0.01% 1816
2024
Q3 		– Sell
-8,869
Closed -$212K – 1953
2024
Q2 		$212K Buy
+8,869
New +$215K ﹤0.01% 1793
2023
Q3 		– Sell
-83,667
Closed -$1.91M – 855
2023
Q2 		$1.91M Buy
83,667
+13,258
+19% +$305K 0.03% 574
2023
Q1 		$1.65M Buy
70,409
+16,362
+30% +$389K 0.03% 607
2022
Q4 		$1.32M Sell
54,047
-45
-0.1% -$1.18K 0.03% 652
2022
Q3 		$1.37M Sell
54,092
-33,335
-38% -$882K 0.03% 611
2022
Q2 		$2.34M Buy
+87,427
New +$2.54M 0.05% 446
2018
Q3 		– Sell
-155,223
Closed -$3.21M – 996
2018
Q2 		$3.21M Buy
155,223
+31,350
+25% +$665K 0.14% 133
2018
Q1 		$2.58M Buy
123,873
+23,547
+23% +$490K 0.12% 175
2017
Q4 		$2.08M Buy
100,326
+6,868
+7% +$140K 0.1% 208
2017
Q3 		$1.88M Buy
93,458
+8,404
+10% +$168K 0.1% 198
2017
Q2 		$1.68M Buy
85,054
+28,413
+50% +$564K 0.1% 208
2017
Q1 		$1.15M Buy
56,641
+24,929
+79% +$511K 0.07% 238
2016
Q4 		$647K Sell
31,712
-54,651
-63% -$1.12M 0.05% 294
2016
Q3 		$1.78M Buy
86,363
+19,900
+30% +$419K 0.16% 113
2016
Q2 		$1.42M Buy
66,463
+32,242
+94% +$677K 0.15% 114
2016
Q1 		$690K Buy
34,221
+1,005
+3% +$19.9K 0.08% 192
2015
Q4 		$663K Buy
+33,216
New +$709K 0.07% 190

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

Atria Investments's FTGC Position: Q2 2026 in Review

Atria Investments sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 8,758 shares — an estimated $251K sold.

Atria Investments first reported a position in FTGC in Q4 2015 and held it in 20 quarters. The position peaked at $3.21M in Q2 2018. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Atria Investments reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 8,758 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $251K.
  • Atria Investments first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2015 and held it in 20 quarters.
  • Atria Investments's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.21M in Q2 2018.
  • 274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.