Bank of Montreal’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Bank of Montreal’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 Q3	–	Sell	-49,700	Closed	-$1.23M	–	3631
2025 Q2	$1.23M	Buy	+49,700	New	+$1.22M	﹤0.01%	1802
2024 Q3	–	Sell	-104	Closed	-$2.53K	–	3973
2024 Q2	$2.53K	Sell	104 -23,041	-100%	-$558K	﹤0.01%	3762
2024 Q1	$549K	Sell	23,145 -29,935	-56%	-$689K	﹤0.01%	2379
2023 Q4	$1.21M	Sell	53,080 -138,281	-72%	-$3.22M	﹤0.01%	1947
2023 Q3	$4.79M	Sell	191,361 -400,475	-68%	-$9.67M	﹤0.01%	1284
2023 Q2	$14.1M	Buy	591,836 +371,657	+169%	+$8.54M	﹤0.01%	868
2023 Q1	$5.17M	Buy	+220,179	New	+$5.23M	﹤0.01%	1222

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

FAM

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

CCA

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

CWP

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Bank of Montreal's FTGC Position: Q3 2025 in Review

Bank of Montreal sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2025, closing a stake of 49,700 shares — an estimated $1.23M sold.

Bank of Montreal first reported a position in FTGC in Q1 2023 and held it in 7 quarters. The position peaked at $14.1M in Q2 2023. 237 funds tracked by Wall St. Rank hold FTGC as of Q3 2025.

Bank of Montreal reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2025 after selling out during the quarter.
Bank of Montreal sold 49,700 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2025, an estimated $1.23M.
Bank of Montreal first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and held it in 7 quarters.
Bank of Montreal's First Trust Global Tactical Commodity Strategy Fund position peaked at $14.1M in Q2 2023.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.