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 Q1	–	Sell	-464,568	Closed	-$10.8M	–	624
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	0.16%	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	0.14%	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 $501B 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 $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return