CIA
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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
Q1 		$9.64M Buy
335,844
+224,552
+202% +$5.8M 0.11% 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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return
Raymond James Financial
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