Calton & Associates’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Calton & Associates’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 Q2	–	Sell	-12,105	Closed	-$348K	–	438
2026 Q1	$348K	Sell	12,105 -26	-0.2%	-$672	0.05%	294
2025 Q4	$282K	Buy	12,131 +145	+1%	+$3.77K	0.04%	346
2025 Q3	$310K	Sell	11,986 -785	-6%	-$19.9K	0.05%	317
2025 Q2	$315K	Buy	+12,771	New	+$314K	0.05%	277
2023 Q1	–	Sell	-13,961	Closed	-$342K	–	255
2022 Q4	$342K	Buy	+13,961	New	+$365K	0.13%	181
2022 Q2	–	Sell	-8,655	Closed	-$246K	–	285
2022 Q1	$246K	Buy	+8,655	New	+$227K	0.07%	290

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return

CWP

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

Calton & Associates's FTGC Position: Q2 2026 in Review

Calton & Associates sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 12,105 shares — an estimated $348K sold.

Calton & Associates first reported a position in FTGC in Q1 2022 and held it in 6 quarters. The position peaked at $348K in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Calton & Associates reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
Calton & Associates sold 12,105 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $348K.
Calton & Associates first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 6 quarters.
Calton & Associates's First Trust Global Tactical Commodity Strategy Fund position peaked at $348K in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.