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

Copia 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
2026 Q2	$2.03M	Buy	74,881 +22,127	+42%	+$636K	1.22%	24
2026 Q1	$1.51M	Buy	52,754 +27,353	+108%	+$707K	1.04%	28
2025 Q4	$590K	Buy	25,401 +3,591	+16%	+$93.3K	0.42%	49
2025 Q3	$565K	Buy	21,810 +7,387	+51%	+$187K	0.42%	47
2025 Q2	$356K	Buy	14,423 +3,738	+35%	+$91.9K	0.3%	66
2025 Q1	$273K	Buy	10,685 +883	+9%	+$22.1K	0.25%	77
2024 Q4	$235K	Buy	+9,802	New	+$232K	0.22%	76

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

Copia Wealth Management's FTGC Position: Q2 2026 in Review

Copia Wealth Management increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 42% in Q2 2026, buying an estimated $636K and bringing the position to 74,881 shares worth $2.03M. The position accounts for 1.22% of the portfolio, ranked #24.

Copia Wealth Management first reported a position in FTGC in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Copia Wealth Management held 74,881 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.03M as of Q2 2026.
Copia Wealth Management bought 22,127 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $636K.
First Trust Global Tactical Commodity Strategy Fund made up 1.22% of Copia Wealth Management's portfolio in Q2 2026, its #24 holding.
Copia Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.