Cheviot Value Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Cheviot Value Management’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	$1.03K	Hold	38	–	–	﹤0.01%	387
2026 Q1	$1.09K	Hold	38	–	–	﹤0.01%	365
2025 Q4	$982	Hold	38	–	–	﹤0.01%	364
2025 Q3	$996	Hold	38	–	–	﹤0.01%	393
2025 Q2	$943	Hold	38	–	–	﹤0.01%	378
2025 Q1	$920	Buy	+38	New	+$953	﹤0.01%	397

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

Cheviot Value Management's FTGC Position: Q2 2026 in Review

Cheviot Value Management held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2026 at 38 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Cheviot Value Management first reported a position in FTGC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09K in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Cheviot Value Management held 38 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.03K as of Q2 2026.
Cheviot Value Management left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #387 holding.
Cheviot Value Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.09K in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.