Congress Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Congress Wealth 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
2025 Q2	$19.9M	Buy	+807,532	New	+$19.9M	0.19%	127
2022 Q2	–	Sell	-11,053	Closed	-$314K	–	576
2022 Q1	$314K	Buy	+11,053	New	+$290K	0.01%	507

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Wealth Management's FTGC Position: Q2 2025 in Review

Congress Wealth Management opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025: 807,532 shares worth $19.9M. The stake represents 0.19% of the portfolio and ranks #127 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in FTGC as recently as Q1 2022.

Congress Wealth Management first reported a position in FTGC in Q1 2022 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Congress Wealth Management held 807,532 shares of First Trust Global Tactical Commodity Strategy Fund worth $19.9M as of Q2 2025.
First Trust Global Tactical Commodity Strategy Fund was a new Congress Wealth Management position in Q2 2025.
First Trust Global Tactical Commodity Strategy Fund made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #127 holding.
Congress Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.