Choice Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Choice Wealth 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	–	Sell	-291,759	Closed	-$8.38M	–	36
2026 Q1	$8.38M	Sell	291,759 -4,321	-1%	-$112K	3.29%	12
2025 Q4	$6.88M	Buy	296,080 +6,742	+2%	+$175K	2.72%	15
2025 Q3	$7.49M	Buy	289,338 +5,294	+2%	+$134K	3.21%	13
2025 Q2	$7.01M	Sell	284,044 -145	-0.1%	-$3.57K	3.17%	13
2025 Q1	$7.25M	Sell	284,189 -13,316	-4%	-$334K	3.78%	12
2024 Q4	$7.12M	Buy	297,505 +5,198	+2%	+$123K	3.64%	12
2024 Q3	$6.92M	Buy	292,307 +25,672	+10%	+$596K	3.46%	12
2024 Q2	$6.38M	Buy	266,635 +7,488	+3%	+$181K	3.38%	12
2024 Q1	$6.15M	Buy	259,147 +5,551	+2%	+$128K	3.72%	11
2023 Q4	$5.69M	Buy	253,596 +20,329	+9%	+$474K	3.52%	11
2023 Q3	$5.6M	Sell	233,267 -477	-0.2%	-$11.5K	3.95%	11
2023 Q2	$5.32M	Buy	233,744 +51,285	+28%	+$1.18M	3.62%	11
2023 Q1	$4.29M	Buy	182,459 +15,785	+9%	+$375K	3.12%	11
2022 Q4	$4.08M	Buy	166,674 +13,427	+9%	+$351K	3.06%	11
2022 Q3	$3.88M	Buy	+153,247	New	+$4.05M	3.25%	13

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

Choice Wealth Advisors's FTGC Position: Q2 2026 in Review

Choice Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 291,759 shares — an estimated $8.38M sold.

Choice Wealth Advisors first reported a position in FTGC in Q3 2022 and held it in 15 quarters. The position peaked at $8.38M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Choice Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
Choice Wealth Advisors sold 291,759 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $8.38M.
Choice Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2022 and held it in 15 quarters.
Choice Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $8.38M in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.