Carson Wealth (CWM LLC)
FTGC icon

Carson Wealth (CWM LLC)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.55M Buy
193,199
+47,104
+32% +$1.22M 0.01% 766
2025
Q4 		$3.39M Sell
146,095
-440,784
-75% -$11.5M 0.01% 933
2025
Q3 		$15.2M Sell
586,879
-20,846
-3% -$529K 0.05% 354
2025
Q2 		$15M Buy
607,725
+47,448
+8% +$1.17M 0.05% 302
2025
Q1 		$14.3M Buy
560,277
+42,012
+8% +$1.05M 0.06% 280
2024
Q4 		$12.4M Buy
518,265
+23,072
+5% +$546K 0.05% 277
2024
Q3 		$11.7M Buy
495,193
+85,133
+21% +$1.98M 0.05% 285
2024
Q2 		$9.8M Buy
410,060
+1,490
+0.4% +$36.1K 0.05% 297
2024
Q1 		$9.69M Sell
408,570
-75,319
-16% -$1.73M 0.05% 296
2023
Q4 		$10.9M Sell
483,889
-106,397
-18% -$2.48M 0.06% 260
2023
Q3 		$14.2M Sell
590,286
-352,102
-37% -$8.5M 0.09% 192
2023
Q2 		$21.5M Buy
942,388
+183,636
+24% +$4.22M 0.13% 147
2023
Q1 		$17.8M Buy
758,752
+68,159
+10% +$1.62M 0.12% 158
2022
Q4 		$16.9M Sell
690,593
-701,293
-50% -$18.3M 0.12% 153
2022
Q3 		$35.3M Buy
1,391,886
+6,501
+0.5% +$172K 0.28% 66
2022
Q2 		$37.1M Buy
1,385,385
+339,786
+32% +$9.86M 0.29% 67
2022
Q1 		$29.7M Buy
1,045,599
+1,032,932
+8,155% +$27.1M 0.21% 87
2021
Q4 		$292K Buy
+12,667
New +$311K ﹤0.01% 883
2021
Q2 		$293K Hold
12,371
– – ﹤0.01% 789
2021
Q1 		$293K Hold
12,371
– – ﹤0.01% 789
2020
Q4 		$293K Hold
12,371
– – ﹤0.01% 789
2020
Q3 		$293K Hold
12,371
– – ﹤0.01% 789
2020
Q2 		$293K Hold
12,371
– – ﹤0.01% 789
2020
Q1 		$293K Hold
12,371
– – ﹤0.01% 789
2019
Q4 		$293K Hold
12,371
– – ﹤0.01% 789
2019
Q3 		$293K Hold
12,371
– – ﹤0.01% 789
2019
Q2 		$293K Hold
12,371
– – ﹤0.01% 789
2019
Q1 		$293K Buy
+12,371
New +$231K ﹤0.01% 789

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FTGC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 32% in Q1 2026, buying an estimated $1.22M and bringing the position to 193,199 shares worth $5.55M. The position accounts for 0.01% of the portfolio, ranked #766.

Carson Wealth (CWM LLC) first reported a position in FTGC in Q1 2019 and has held it in 28 quarters since. The position peaked at $37.1M in Q2 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 193,199 shares of First Trust Global Tactical Commodity Strategy Fund worth $5.55M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47,104 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $1.22M.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #766 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Global Tactical Commodity Strategy Fund position peaked at $37.1M in Q2 2022.
  • 280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.