Custom Index Systems’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Custom Index Systems’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 Q4	–	Sell	-13,785	Closed	-$357K	–	259
2025 Q3	$357K	Buy	+13,785	New	+$349K	0.11%	200

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Custom Index Systems's FTGC Position: Q4 2025 in Review

Custom Index Systems sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 13,785 shares — an estimated $357K sold.

Custom Index Systems first reported a position in FTGC in Q3 2025 and held it in 1 quarter. The position peaked at $357K in Q3 2025. 237 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

Custom Index Systems reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 13,785 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $357K.
Custom Index Systems first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and held it in 1 quarter.
Custom Index Systems's First Trust Global Tactical Commodity Strategy Fund position peaked at $357K in Q3 2025.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.