CA
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Clearstead Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Clearstead 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
Q1 		$117K Buy
4,074
+16
+0.4% +$414 ﹤0.01% 1106
2025
Q4 		$94.3K Sell
4,058
-37
-0.9% -$962 ﹤0.01% 1146
2025
Q3 		$106K Sell
4,095
-650
-14% -$16.5K ﹤0.01% 1037
2025
Q2 		$117K Sell
4,745
-420
-8% -$10.3K ﹤0.01% 1018
2025
Q1 		$132K Sell
5,165
-1,041
-17% -$26.1K ﹤0.01% 928
2024
Q4 		$149K Sell
6,206
-1,640
-21% -$38.8K ﹤0.01% 925
2024
Q3 		$186K Sell
7,846
-319
-4% -$7.4K ﹤0.01% 878
2024
Q2 		$195K Buy
+8,165
New +$198K ﹤0.01% 828

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SYBT
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CWP
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OCBCO
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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return