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

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

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

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return