Cherry Creek Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Cherry Creek Investment 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 Q2	$1.95M	Buy	71,973 +1,796	+3%	+$51.7K	0.77%	32
2026 Q1	$2.01M	Buy	+70,177	New	+$1.81M	0.88%	31
2024 Q3	–	Sell	-48,966	Closed	-$1.17M	–	110
2024 Q2	$1.17M	Buy	48,966 +296	+0.6%	+$7.17K	0.61%	30
2024 Q1	$1.15M	Buy	48,670 +748	+2%	+$17.2K	0.63%	33
2023 Q4	$1.08M	Sell	47,922 -3,748	-7%	-$87.4K	0.66%	34
2023 Q3	$1.24M	Buy	51,670 +7,385	+17%	+$178K	0.84%	31
2023 Q2	$1.01M	Buy	44,285 +281	+0.6%	+$6.46K	0.68%	33
2023 Q1	$1.03M	Buy	44,004 +4,806	+12%	+$114K	0.76%	32
2022 Q4	$960K	Hold	39,198	–	–	0.74%	32
2022 Q3	$993K	Buy	39,198 +10	+0%	+$265	0.82%	32
2022 Q2	$1.05M	Sell	39,188 -192	-0.5%	-$5.57K	0.85%	34
2022 Q1	$1.12M	Buy	39,380 +8,172	+26%	+$214K	0.74%	38
2021 Q4	$720K	Buy	31,208 +4,473	+17%	+$110K	0.45%	46
2021 Q3	$645K	Hold	26,735	–	–	0.43%	50
2021 Q2	$632K	Buy	+26,735	New	+$608K	0.42%	53

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

Cherry Creek Investment Advisors's FTGC Position: Q2 2026 in Review

Cherry Creek Investment Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 2.6% in Q2 2026, buying an estimated $51.7K and bringing the position to 71,973 shares worth $1.95M. The position accounts for 0.77% of the portfolio, ranked #32.

Cherry Creek Investment Advisors first reported a position in FTGC in Q2 2021 and has held it in 15 quarters since. The position peaked at $2.01M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Cherry Creek Investment Advisors held 71,973 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.95M as of Q2 2026.
Cherry Creek Investment Advisors bought 1,796 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $51.7K.
First Trust Global Tactical Commodity Strategy Fund made up 0.77% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #32 holding.
Cherry Creek Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and has held it in 15 quarters since.
Cherry Creek Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.01M in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.