EverSource Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

EverSource Wealth Advisors’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	$3.66K	Hold	135	–	–	﹤0.01%	3441
2026 Q1	$3.86K	Buy	135 +2	+2%	+$52	﹤0.01%	3382
2025 Q4	$3.08K	Sell	133 -8	-6%	-$208	﹤0.01%	3327
2025 Q3	$3.66K	Sell	141 -70	-33%	-$1.77K	﹤0.01%	3286
2025 Q2	$5.2K	Buy	211 +2	+1%	+$49	﹤0.01%	3147
2025 Q1	$5.34K	Buy	209 +1	+0.5%	+$25	﹤0.01%	2460
2024 Q4	$4.98K	Sell	208 -53	-20%	-$1.25K	﹤0.01%	2347
2024 Q3	$6.18K	Sell	261 -228	-47%	-$5.29K	﹤0.01%	2135
2024 Q2	$11.3K	Buy	489 +128	+35%	+$3.1K	﹤0.01%	1789
2024 Q1	$8.65K	Sell	361 -128	-26%	-$2.95K	﹤0.01%	1770
2023 Q4	$11K	Sell	489 -77	-14%	-$1.79K	﹤0.01%	1518
2023 Q3	$13.6K	Sell	566 -140	-20%	-$3.38K	﹤0.01%	1279
2023 Q2	$16.1K	Sell	706 -369	-34%	-$8.48K	﹤0.01%	1233
2023 Q1	$25.3K	Sell	1,075 -130	-11%	-$3.09K	﹤0.01%	1000
2022 Q4	$29.5K	Sell	1,205 -405	-25%	-$10.6K	﹤0.01%	951
2022 Q3	$41K	Hold	1,610	–	–	0.01%	682
2022 Q2	$43K	Sell	1,610 -1,982	-55%	-$57.5K	0.01%	657
2022 Q1	$102K	Sell	3,592 -1,537	-30%	-$40.3K	0.03%	333
2021 Q4	$118K	Buy	+5,129	New	+$126K	0.03%	285

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

EverSource Wealth Advisors's FTGC Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2026 at 135 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3441.

EverSource Wealth Advisors first reported a position in FTGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $118K in Q4 2021. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

EverSource Wealth Advisors held 135 shares of First Trust Global Tactical Commodity Strategy Fund worth $3.66K as of Q2 2026.
EverSource Wealth Advisors left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3441 holding.
EverSource Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $118K in Q4 2021.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.