BRWA
FTGC icon

B. Riley Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-9,583
Closed -$245K – 1167
2025
Q1 		$245K Sell
9,583
-4,806
-33% -$121K 0.01% 1066
2024
Q4 		$344K Sell
14,389
-3,962
-22% -$93.8K 0.01% 820
2024
Q3 		$440K Sell
18,351
-115,765
-86% -$2.69M 0.01% 786
2024
Q2 		$3.21M Sell
134,116
-57,182
-30% -$1.38M 0.08% 230
2024
Q1 		$4.59M Buy
191,298
+11,202
+6% +$258K 0.12% 168
2023
Q4 		$4.04M Sell
180,096
-11,202
-6% -$261K 0.11% 203
2023
Q3 		$4.59M Sell
191,298
-11,017
-5% -$266K 0.12% 168
2023
Q2 		$4.61M Buy
202,315
+104,192
+106% +$2.39M 0.1% 199
2023
Q1 		$2.3M Buy
98,123
+40,427
+70% +$961K 0.06% 309
2022
Q4 		$1.41M Sell
57,696
-4,011
-7% -$105K 0.04% 434
2022
Q3 		$1.56M Sell
61,707
-32,613
-35% -$863K 0.05% 368
2022
Q2 		$2.52M Buy
94,320
+46,912
+99% +$1.36M 0.11% 194
2022
Q1 		$1.35M Buy
47,408
+23,178
+96% +$608K 0.04% 389
2021
Q4 		$559K Buy
24,230
+518
+2% +$12.7K 0.02% 750
2021
Q3 		$572K Buy
23,712
+508
+2% +$12K 0.02% 716
2021
Q2 		$549K Buy
+23,204
New +$528K 0.02% 724

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's FTGC Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 9,583 shares — an estimated $245K sold.

B. Riley Wealth Advisors first reported a position in FTGC in Q2 2021 and held it in 16 quarters. The position peaked at $4.61M in Q2 2023. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,583 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $245K.
  • B. Riley Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 16 quarters.
  • B. Riley Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $4.61M in Q2 2023.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.