Creekmur Asset Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Creekmur Asset 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 Q3	$51.9K	Hold	2,004	–	–	0.01%	333
2025 Q2	$49.4K	Sell	2,004 -1	-0%	-$25	0.01%	343
2025 Q1	$51.2K	Hold	2,005	–	–	0.01%	308
2024 Q4	$48K	Sell	2,005 -173	-8%	-$4.1K	0.01%	240
2024 Q3	$51.6K	Sell	2,178 -984	-31%	-$22.8K	0.01%	237
2024 Q2	$75.6K	Sell	3,162 -9,208	-74%	-$223K	0.02%	202
2024 Q1	$293K	Sell	12,370 -12,136	-50%	-$280K	0.1%	92
2023 Q4	$550K	Buy	+24,506	New	+$571K	0.17%	74

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

FAM

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

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CWP

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Creekmur Asset Management's FTGC Position: Q3 2025 in Review

Creekmur Asset Management held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q3 2025 at 2,004 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #333.

Creekmur Asset Management first reported a position in FTGC in Q4 2023 and has held it in 8 quarters since. The position peaked at $550K in Q4 2023. 237 funds tracked by Wall St. Rank hold FTGC as of Q3 2025.

Creekmur Asset Management held 2,004 shares of First Trust Global Tactical Commodity Strategy Fund worth $51.9K as of Q3 2025.
Creekmur Asset Management left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q3 2025.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #333 holding.
Creekmur Asset Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $550K in Q4 2023.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.