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

Bennett Associates 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
2025 Q4	–	Sell	-92,916	Closed	-$2.41M	–	59
2025 Q3	$2.41M	Buy	92,916 +8,617	+10%	+$218K	1.75%	13
2025 Q2	$2.08M	Sell	84,299 -7,438	-8%	-$183K	1.6%	15
2025 Q1	$2.34M	Sell	91,737 -5,360	-6%	-$134K	1.93%	15
2024 Q4	$2.32M	Sell	97,097 -220	-0.2%	-$5.21K	1.93%	15
2024 Q3	$2.31M	Buy	97,317 +9,307	+11%	+$216K	1.89%	16
2024 Q2	$2.1M	Sell	88,010 -4,807	-5%	-$116K	1.9%	16
2024 Q1	$2.2M	Buy	92,817 +14,471	+18%	+$333K	1.99%	16
2023 Q4	$1.76M	Buy	+78,346	New	+$1.83M	1.72%	15

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

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

SYBT

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

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

CAG

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

Bennett Associates Wealth Management's FTGC Position: Q4 2025 in Review

Bennett Associates Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 92,916 shares — an estimated $2.41M sold.

Bennett Associates Wealth Management first reported a position in FTGC in Q4 2023 and held it in 8 quarters. The position peaked at $2.41M in Q3 2025. 237 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

Bennett Associates Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
Bennett Associates Wealth Management sold 92,916 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $2.41M.
Bennett Associates Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 8 quarters.
Bennett Associates Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.41M in Q3 2025.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.