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

Compass 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 Q2	$222K	Buy	+8,101	New	+$233K	0.03%	404

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

Compass Financial Management's FTGC Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 8,101 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #404 among its holdings.

262 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Compass Financial Management held 8,101 shares of First Trust Global Tactical Commodity Strategy Fund worth $222K as of Q2 2026.
First Trust Global Tactical Commodity Strategy Fund was a new Compass Financial Management position in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Compass Financial Management's portfolio in Q2 2026, its #404 holding.
262 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.