Concurrent Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Concurrent Investment 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	$3.2M	Sell	118,410 -217,434	-65%	-$6.25M	0.03%	567
2026 Q1	$9.64M	Buy	335,844 +224,552	+202%	+$5.8M	0.1%	212
2025 Q4	$2.59M	Buy	111,292 +14,677	+15%	+$381K	0.03%	496
2025 Q3	$2.5M	Sell	96,615 -39,092	-29%	-$991K	0.04%	404
2025 Q2	$3.35M	Sell	135,707 -266	-0.2%	-$6.54K	0.06%	300
2025 Q1	$3.47M	Buy	135,973 +27,483	+25%	+$689K	0.08%	246
2024 Q4	$2.6M	Sell	108,490 -44,739	-29%	-$1.06M	0.07%	267
2024 Q3	$3.63M	Sell	153,229 -11,532	-7%	-$268K	0.11%	200
2024 Q2	$3.94M	Buy	164,761 +642	+0.4%	+$15.5K	0.13%	166
2024 Q1	$3.89M	Sell	164,119 -15,078	-8%	-$347K	0.16%	146
2023 Q4	$4.02M	Buy	+179,197	New	+$4.18M	0.19%	131

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 22.9% 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

Concurrent Investment Advisors's FTGC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 65% in Q2 2026, selling an estimated $6.25M and leaving 118,410 shares worth $3.2M. The position accounts for 0.03% of the portfolio, ranked #567.

Concurrent Investment Advisors first reported a position in FTGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.64M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Concurrent Investment Advisors held 118,410 shares of First Trust Global Tactical Commodity Strategy Fund worth $3.2M as of Q2 2026.
Concurrent Investment Advisors sold 217,434 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $6.25M.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #567 holding.
Concurrent Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $9.64M in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.