CX Institutional’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

CX Institutional’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 Q3	$20K	Buy	643 +2	+0.3%	+$60	﹤0.01%	1226
2026 Q2	$17K	Buy	641 +4	+0.6%	+$115	﹤0.01%	1201
2026 Q1	$18K	Sell	637 -1,164	-65%	-$30.1K	﹤0.01%	1149
2025 Q4	$42K	Buy	1,801 +659	+58%	+$17.1K	﹤0.01%	999
2025 Q3	$30K	Buy	1,142 +7	+0.6%	+$177	﹤0.01%	1033
2025 Q2	$28K	Hold	1,135	–	–	﹤0.01%	931
2025 Q1	$29K	Buy	+1,135	New	+$28.5K	﹤0.01%	913
2022 Q3	–	Sell	-41	Closed	-$1K	–	718
2022 Q2	$1K	Buy	+41	New	+$1.19K	﹤0.01%	1137

Other funds holding FTGC

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Mainsail Financial Group Bellevue, Washington $297M AUM 18.24% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional's FTGC Position: Q3 2026 in Review

CX Institutional increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.31% in Q3 2026, buying an estimated $60 and bringing the position to 643 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

CX Institutional first reported a position in FTGC in Q2 2022 and has held it in 8 quarters since. The position peaked at $42K in Q4 2025. 84 funds tracked by Wall St. Rank hold FTGC as of Q3 2026.

CX Institutional held 643 shares of First Trust Global Tactical Commodity Strategy Fund worth $20K as of Q3 2026.
CX Institutional bought 2 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2026, an estimated $60.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1226 holding.
CX Institutional first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and has held it in 8 quarters since.
CX Institutional's First Trust Global Tactical Commodity Strategy Fund position peaked at $42K in Q4 2025.
84 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.