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 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

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 22.96% 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

CX Institutional's FTGC Position: Q2 2026 in Review

CX Institutional increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.63% in Q2 2026, buying an estimated $115 and bringing the position to 641 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

CX Institutional first reported a position in FTGC in Q2 2022 and has held it in 7 quarters since. The position peaked at $42K in Q4 2025. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

CX Institutional held 641 shares of First Trust Global Tactical Commodity Strategy Fund worth $17K as of Q2 2026.
CX Institutional bought 4 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $115.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1201 holding.
CX Institutional first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and has held it in 7 quarters since.
CX Institutional's First Trust Global Tactical Commodity Strategy Fund position peaked at $42K in Q4 2025.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.