Clear Creek Financial Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Clear Creek Financial 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 Q1	$4.64M	Buy	161,648 +19,171	+13%	+$496K	0.36%	64
2025 Q4	$3.31M	Buy	142,477 +2,345	+2%	+$60.9K	0.27%	84
2025 Q3	$3.63M	Sell	140,132 -1,248	-0.9%	-$31.6K	0.31%	71
2025 Q2	$3.49M	Buy	141,380 +6,926	+5%	+$170K	0.33%	64
2025 Q1	$3.43M	Buy	134,454 +1,473	+1%	+$36.9K	0.36%	62
2024 Q4	$3.18M	Buy	+132,981	New	+$3.15M	0.34%	61

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return