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

Atria Wealth Solutions’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
2025 Q2	$1.2M	Sell	48,838 -55,934	-53%	-$1.38M	0.03%	576
2025 Q1	$2.67M	Sell	104,772 -37,636	-26%	-$944K	0.03%	529
2024 Q4	$3.41M	Sell	142,408 -5,934	-4%	-$140K	0.04%	466
2024 Q3	$3.51M	Sell	148,342 -43,505	-23%	-$1.01M	0.04%	439
2024 Q2	$4.59M	Sell	191,847 -14,214	-7%	-$344K	0.05%	358
2024 Q1	$4.89M	Sell	206,061 -58,855	-22%	-$1.36M	0.06%	347
2023 Q4	$5.94M	Sell	264,916 -176,565	-40%	-$4.12M	0.07%	264
2023 Q3	$10.6M	Sell	441,481 -39,782	-8%	-$961K	0.15%	148
2023 Q2	$11M	Sell	481,263 -227,717	-32%	-$5.23M	0.15%	143
2023 Q1	$16.7M	Sell	708,980 -82,235	-10%	-$1.95M	0.25%	89
2022 Q4	$19.4M	Sell	791,215 -60,578	-7%	-$1.58M	0.31%	72
2022 Q3	$21.6M	Sell	851,793 -108,348	-11%	-$2.87M	0.37%	51
2022 Q2	$25.7M	Buy	960,141 +204,442	+27%	+$5.93M	0.48%	40
2022 Q1	$21.5M	Buy	+755,699	New	+$19.8M	0.36%	50

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CWP

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's FTGC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 53% in Q2 2025, selling an estimated $1.38M and leaving 48,838 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #576.

Atria Wealth Solutions first reported a position in FTGC in Q1 2022 and has held it in 14 quarters since. The position peaked at $25.7M in Q2 2022. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Atria Wealth Solutions held 48,838 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.2M as of Q2 2025.
Atria Wealth Solutions sold 55,934 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $1.38M.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #576 holding.
Atria Wealth Solutions first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Global Tactical Commodity Strategy Fund position peaked at $25.7M in Q2 2022.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.