Axxcess Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Axxcess Wealth Management’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	$10.2M	Buy	+377,555	New	+$10.9M	0.16%	129
2026 Q1	–	Sell	-464,568	Closed	-$10.8M	–	617
2025 Q4	$10.8M	Buy	464,568 +187,960	+68%	+$4.88M	0.19%	110
2025 Q3	$7.16M	Buy	276,608 +11,615	+4%	+$294K	0.15%	118
2025 Q2	$6.54M	Buy	264,993 +15,319	+6%	+$377K	0.15%	118
2025 Q1	$6.37M	Buy	249,674 +19,440	+8%	+$488K	0.17%	115
2024 Q4	$5.51M	Buy	230,234 +28,621	+14%	+$678K	0.13%	130
2024 Q3	$4.78M	Buy	201,613 +41,347	+26%	+$959K	0.12%	144
2024 Q2	$3.83M	Buy	160,266 +24,984	+18%	+$605K	0.1%	162
2024 Q1	$3.21M	Buy	135,282 +41,087	+44%	+$946K	0.09%	180
2023 Q4	$2.11M	Buy	+94,195	New	+$2.2M	0.06%	239

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

Axxcess Wealth Management's FTGC Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 377,555 shares worth $10.2M. The stake represents 0.16% of the portfolio and ranks #129 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FTGC as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FTGC in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2025. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Axxcess Wealth Management held 377,555 shares of First Trust Global Tactical Commodity Strategy Fund worth $10.2M as of Q2 2026.
First Trust Global Tactical Commodity Strategy Fund was a new Axxcess Wealth Management position in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.16% of Axxcess Wealth Management's portfolio in Q2 2026, its #129 holding.
Axxcess Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and has held it in 10 quarters since.
Axxcess Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $10.8M in Q4 2025.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.