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Financial Advocates Investment Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-34,372
Closed -$848K – 252
2025
Q2 		$848K Sell
34,372
-453
-1% -$11.1K 0.07% 259
2025
Q1 		$889K Sell
34,825
-480
-1% -$12K 0.06% 305
2024
Q4 		$845K Sell
35,305
-7,482
-17% -$177K 0.05% 336
2024
Q3 		$1.01M Sell
42,787
-2,729
-6% -$63.3K 0.06% 305
2024
Q2 		$1.09M Sell
45,516
-22,861
-33% -$554K 0.07% 272
2024
Q1 		$1.62M Sell
68,377
-51,874
-43% -$1.19M 0.09% 212
2023
Q4 		$2.7M Sell
120,251
-127,525
-51% -$2.97M 0.18% 130
2023
Q3 		$5.95M Buy
247,776
+4,132
+2% +$99.8K 0.43% 56
2023
Q2 		$5.55M Sell
243,644
-520
-0.2% -$11.9K 0.4% 61
2023
Q1 		$5.74M Buy
244,164
+34,445
+16% +$819K 0.41% 50
2022
Q4 		$5.14M Buy
209,719
+31,950
+18% +$834K 0.38% 64
2022
Q3 		$4.5M Sell
177,769
-4,457
-2% -$118K 0.37% 69
2022
Q2 		$4.88M Sell
182,226
-27,812
-13% -$807K 0.4% 62
2022
Q1 		$5.97M Buy
210,038
+24,646
+13% +$647K 0.39% 52
2021
Q4 		$4.28M Buy
185,392
+24,038
+15% +$591K 0.27% 92
2021
Q3 		$3.89M Buy
161,354
+49,492
+44% +$1.17M 0.26% 99
2021
Q2 		$2.65M Buy
111,862
+68,376
+157% +$1.55M 0.18% 139
2021
Q1 		$911K Buy
+43,486
New +$902K 0.06% 340

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's FTGC Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2025, closing a stake of 34,372 shares — an estimated $848K sold.

Financial Advocates Investment Management first reported a position in FTGC in Q1 2021 and held it in 18 quarters. The position peaked at $5.97M in Q1 2022. 237 funds tracked by Wall St. Rank hold FTGC as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 34,372 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2025, an estimated $848K.
  • Financial Advocates Investment Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 18 quarters.
  • Financial Advocates Investment Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $5.97M in Q1 2022.
  • 237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.