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

Cornerstone 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 		– Sell
-7,879
Closed -$226K – 756
2026
Q1 		$226K Sell
7,879
-981
-11% -$25.4K 0.01% 651
2025
Q4 		$206K Sell
8,860
-1,141
-11% -$29.7K 0.01% 654
2025
Q3 		$259K Buy
10,001
+22
+0.2% +$558 0.01% 571
2025
Q2 		$246K Buy
9,979
+21
+0.2% +$516 0.01% 564
2025
Q1 		$254K Buy
9,958
+138
+1% +$3.46K 0.02% 515
2024
Q4 		$235K Sell
9,820
-106
-1% -$2.51K 0.02% 521
2024
Q3 		$235K Buy
9,926
+12
+0.1% +$278 0.02% 507
2024
Q2 		$237K Buy
9,914
+29
+0.3% +$702 0.02% 478
2024
Q1 		$234K Sell
9,885
-379
-4% -$8.73K 0.02% 485
2023
Q4 		$230K Sell
10,264
-1,061
-9% -$24.7K 0.02% 471
2023
Q3 		$272K Sell
11,325
-1,396
-11% -$33.7K 0.03% 439
2023
Q2 		$290K Sell
12,721
-19,193
-60% -$441K 0.03% 408
2023
Q1 		$750K Buy
+31,914
New +$759K 0.07% 217
2022
Q3 		$1.01M Sell
39,903
-164,062
-80% -$4.34M 0.11% 157
2022
Q2 		$5.46M Sell
203,965
-43,448
-18% -$1.26M 0.61% 38
2022
Q1 		$7.03M Buy
247,413
+83,075
+51% +$2.18M 0.68% 32
2021
Q4 		$3.79M Buy
164,338
+10,470
+7% +$257K 0.36% 66
2021
Q3 		$3.71M Sell
153,868
-10,169
-6% -$240K 0.39% 61
2021
Q2 		$3.88M Buy
164,037
+114,790
+233% +$2.61M 0.41% 53
2021
Q1 		$1.03M Buy
+49,247
New +$1.02M 0.12% 165

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

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

Cornerstone Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 7,879 shares — an estimated $226K sold.

Cornerstone Wealth Management first reported a position in FTGC in Q1 2021 and held it in 20 quarters. The position peaked at $7.03M in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Cornerstone Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,879 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $226K.
  • Cornerstone Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 20 quarters.
  • Cornerstone Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $7.03M in Q1 2022.
  • 274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.