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Brown, Lisle/Cummings’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Brown, Lisle/Cummings’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
-924
Closed -$23.6K – 788
2025
Q1 		$23.6K Hold
924
– – 0.01% 397
2024
Q4 		$22.1K Hold
924
– – 0.01% 403
2024
Q3 		$21.9K Buy
+924
New +$21.4K 0.01% 388

Other funds holding FTGC

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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

Brown, Lisle/Cummings's FTGC Position: Q2 2025 in Review

Brown, Lisle/Cummings sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 924 shares — an estimated $23.6K sold.

Brown, Lisle/Cummings first reported a position in FTGC in Q3 2024 and held it in 3 quarters. The position peaked at $23.6K in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

  • Brown, Lisle/Cummings reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 924 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $23.6K.
  • Brown, Lisle/Cummings first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2024 and held it in 3 quarters.
  • Brown, Lisle/Cummings's First Trust Global Tactical Commodity Strategy Fund position peaked at $23.6K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2025, filed 16 Jul 2025.