Bright Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Bright Financial 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
2026 Q1	$207K	Buy	+7,215	New	+$187K	0.09%	64
2025 Q4	–	Sell	-8,709	Closed	-$226K	–	67
2025 Q3	$226K	Buy	+8,709	New	+$221K	0.11%	59

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

SYBT

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

CWP

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

CCA

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

Bright Financial Advisors's FTGC Position: Q1 2026 in Review

Bright Financial Advisors opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2026: 7,215 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #64 among its holdings. This is a return to the name: Bright Financial Advisors previously reported a position in FTGC as recently as Q3 2025.

Bright Financial Advisors first reported a position in FTGC in Q3 2025 and has held it in 2 quarters since. The position peaked at $226K in Q3 2025. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Bright Financial Advisors held 7,215 shares of First Trust Global Tactical Commodity Strategy Fund worth $207K as of Q1 2026.
First Trust Global Tactical Commodity Strategy Fund was a new Bright Financial Advisors position in Q1 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.09% of Bright Financial Advisors's portfolio in Q1 2026, its #64 holding.
Bright Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and has held it in 2 quarters since.
Bright Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $226K in Q3 2025.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.