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 Q2	$119K	Buy	4,417 +343	+8%	+$9.87K	﹤0.01%	1234
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

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

Clearstead Advisors's FTGC Position: Q2 2026 in Review

Clearstead Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 8.4% in Q2 2026, buying an estimated $9.87K and bringing the position to 4,417 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Clearstead Advisors first reported a position in FTGC in Q2 2024 and has held it in 9 quarters since. The position peaked at $195K in Q2 2024. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Clearstead Advisors held 4,417 shares of First Trust Global Tactical Commodity Strategy Fund worth $119K as of Q2 2026.
Clearstead Advisors bought 343 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $9.87K.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1234 holding.
Clearstead Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $195K in Q2 2024.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.