Envision Financial’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Envision Financial’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	–	Sell	-13,984	Closed	-$378K	–	49
2026 Q2	$378K	Sell	13,984 -6,777	-33%	-$195K	0.17%	42
2026 Q1	$596K	Sell	20,761 -6,945	-25%	-$180K	0.32%	35
2025 Q4	$644K	Sell	27,706 -2,450	-8%	-$63.7K	0.34%	34
2025 Q3	$781K	Sell	30,156 -264	-0.9%	-$6.69K	0.45%	31
2025 Q2	$750K	Sell	30,420 -3,025	-9%	-$74.4K	0.5%	30
2025 Q1	$854K	Sell	33,445 -201	-0.6%	-$5.04K	0.64%	27
2024 Q4	$805K	Buy	+33,646	New	+$797K	0.65%	28

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

Envision Financial's FTGC Position: Q3 2026 in Review

Envision Financial sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2026, closing a stake of 13,984 shares — an estimated $378K sold.

Envision Financial first reported a position in FTGC in Q4 2024 and held it in 7 quarters. The position peaked at $854K in Q1 2025. 84 funds tracked by Wall St. Rank hold FTGC as of Q3 2026.

Envision Financial reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2026 after selling out during the quarter.
Envision Financial sold 13,984 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2026, an estimated $378K.
Envision Financial first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 7 quarters.
Envision Financial's First Trust Global Tactical Commodity Strategy Fund position peaked at $854K in Q1 2025.
84 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.