Creative Financial Designs’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Creative Financial Designs’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	$308K	Buy	11,382 +1,377	+14%	+$39.6K	0.01%	513
2026 Q1	$287K	Buy	10,005 +2,944	+42%	+$76.1K	0.02%	443
2025 Q4	$164K	Buy	7,061 +5,415	+329%	+$141K	0.01%	520
2025 Q3	$42.6K	Buy	1,646 +449	+38%	+$11.4K	﹤0.01%	909
2025 Q2	$29.5K	Buy	1,197 +1,137	+1,895%	+$28K	﹤0.01%	1026
2025 Q1	$1.53K	Hold	60	–	–	﹤0.01%	1712
2024 Q4	$1.44K	Hold	60	–	–	﹤0.01%	1643
2024 Q3	$1.42K	Hold	60	–	–	﹤0.01%	1558
2024 Q2	$1.44K	Hold	60	–	–	﹤0.01%	1518
2024 Q1	$1.42K	Hold	60	–	–	﹤0.01%	1519
2023 Q4	$1.35K	Hold	60	–	–	﹤0.01%	1473
2023 Q3	$1.44K	Hold	60	–	–	﹤0.01%	1373
2023 Q2	$1.37K	Buy	+60	New	+$1.38K	﹤0.01%	1348
2023 Q1	–	Sell	-24,292	Closed	-$595K	–	1419
2022 Q4	$595K	Buy	24,292 +1,097	+5%	+$28.6K	0.09%	178
2022 Q3	$588K	Buy	23,195 +1,029	+5%	+$27.2K	0.1%	169
2022 Q2	$593K	Buy	22,166 +22,146	+110,730%	+$642K	0.1%	167
2022 Q1	$1K	Buy	+20	New	+$525	﹤0.01%	1204
2018 Q2	–	Sell	-730	Closed	-$15K	–	763
2018 Q1	$15K	Hold	730	–	–	0.01%	369
2017 Q4	$15K	Hold	730	–	–	0.01%	359
2017 Q3	$15K	Hold	730	–	–	0.01%	367
2017 Q2	$14K	Hold	730	–	–	0.01%	370
2017 Q1	$15K	Hold	730	–	–	0.01%	353
2016 Q4	$15K	Buy	+730	New	+$14.9K	0.01%	349

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

Creative Financial Designs's FTGC Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 14% in Q2 2026, buying an estimated $39.6K and bringing the position to 11,382 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #513.

Creative Financial Designs first reported a position in FTGC in Q4 2016 and has held it in 23 quarters since. The position peaked at $595K in Q4 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Creative Financial Designs held 11,382 shares of First Trust Global Tactical Commodity Strategy Fund worth $308K as of Q2 2026.
Creative Financial Designs bought 1,377 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $39.6K.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #513 holding.
Creative Financial Designs first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2016 and has held it in 23 quarters since.
Creative Financial Designs's First Trust Global Tactical Commodity Strategy Fund position peaked at $595K in Q4 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.