Avantax Advisory Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Avantax Advisory Services’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	$1.66M	Buy	67,214 +472	+0.7%	+$11.6K	0.01%	894
2025 Q1	$1.7M	Sell	66,742 -2,582	-4%	-$64.8K	0.01%	828
2024 Q4	$1.66M	Sell	69,324 -5,492	-7%	-$130K	0.01%	808
2024 Q3	$1.77M	Buy	74,816 +2,754	+4%	+$63.9K	0.01%	761
2024 Q2	$1.72M	Buy	72,062 +4,556	+7%	+$110K	0.01%	720
2024 Q1	$1.6M	Sell	67,506 -10,353	-13%	-$238K	0.01%	601
2023 Q4	$1.75M	Sell	77,859 -3,029	-4%	-$70.6K	0.02%	543
2023 Q3	$1.94M	Buy	80,888 +3,052	+4%	+$73.7K	0.02%	468
2023 Q2	$1.77M	Sell	77,836 -14,018	-15%	-$322K	0.02%	491
2023 Q1	$2.16M	Sell	91,854 -41,315	-31%	-$982K	0.03%	418
2022 Q4	$3.26M	Buy	133,169 +13,863	+12%	+$362K	0.04%	312
2022 Q3	$3.02M	Sell	119,306 -19,490	-14%	-$516K	0.05%	295
2022 Q2	$3.71M	Buy	138,796 +36,439	+36%	+$1.06M	0.06%	253
2022 Q1	$2.91M	Buy	102,357 +20,399	+25%	+$535K	0.04%	304
2021 Q4	$1.89M	Buy	81,958 +40,891	+100%	+$1.01M	0.03%	377
2021 Q3	$991K	Buy	41,067 +1,358	+3%	+$32.1K	0.02%	493
2021 Q2	$938K	Buy	39,709 +8,877	+29%	+$202K	0.02%	489
2021 Q1	$645K	Buy	+30,832	New	+$640K	0.01%	541
2020 Q4	–	Sell	-11,243	Closed	-$192K	–	1082
2020 Q3	$192K	Buy	+11,243	New	+$188K	﹤0.01%	1234
2020 Q2	–	Sell	-95,999	Closed	-$1.37M	–	864
2020 Q1	$1.37M	Buy	95,999 +17,327	+22%	+$296K	0.04%	250
2019 Q4	$1.49M	Buy	+78,672	New	+$1.46M	0.03%	264

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $1.9B AUM 24.89% 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 $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's FTGC Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.71% in Q2 2025, buying an estimated $11.6K and bringing the position to 67,214 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #894.

Avantax Advisory Services first reported a position in FTGC in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.71M in Q2 2022. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Avantax Advisory Services held 67,214 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.66M as of Q2 2025.
Avantax Advisory Services bought 472 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $11.6K.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #894 holding.
Avantax Advisory Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2019 and has held it in 21 quarters since.
Avantax Advisory Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.71M in Q2 2022.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.