First Heartland Consultants’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

First Heartland Consultants’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	$447K	Sell	16,524 -548	-3%	-$15.8K	0.03%	346
2026 Q1	$490K	Buy	17,072 +693	+4%	+$17.9K	0.04%	289
2025 Q4	$380K	Buy	16,379 +1,614	+11%	+$41.9K	0.03%	347
2025 Q3	$382K	Buy	14,765 +181	+1%	+$4.59K	0.03%	346
2025 Q2	$360K	Buy	14,584 +1,037	+8%	+$25.5K	0.03%	341
2025 Q1	$346K	Sell	13,547 -5,590	-29%	-$140K	0.04%	314
2024 Q4	$458K	Buy	+19,137	New	+$453K	0.05%	253
2024 Q3	–	Sell	-9,638	Closed	-$230	–	468
2024 Q2	$230	Sell	9,638 -240	-2%	-$5.81K	0.02%	385
2024 Q1	$234K	Sell	9,878 -3,117	-24%	-$71.8K	0.02%	379
2023 Q4	$292K	Sell	12,995 -54,579	-81%	-$1.27M	0.04%	290
2023 Q3	$1.62M	Sell	67,574 -2,333	-3%	-$56.3K	0.2%	109
2023 Q2	$1.59M	Sell	69,907 -2,832	-4%	-$65.1K	0.21%	105
2023 Q1	$1.71M	Buy	72,739 +5,234	+8%	+$124K	0.26%	95
2022 Q4	$1.65M	Sell	67,505 -5,457	-7%	-$142K	0.27%	88
2022 Q3	$1.85K	Sell	72,962 -88,761	-55%	-$2.35M	0.16%	89
2022 Q2	$4.33M	Sell	161,723 -4,267	-3%	-$124K	0.68%	32
2022 Q1	$4.72M	Sell	165,990 -36,360	-18%	-$954K	0.73%	28
2021 Q4	$4.67K	Buy	202,350 +11,895	+6%	+$292K	0.18%	40
2021 Q3	$4.59M	Buy	190,455 +32,593	+21%	+$770K	0.7%	36
2021 Q2	$3.73M	Buy	157,862 +61,082	+63%	+$1.39M	0.57%	42
2021 Q1	$2.03M	Buy	+96,780	New	+$2.01M	0.32%	83
2015 Q4	–	Sell	-9,324	Closed	-$207K	–	274
2015 Q3	$207K	Sell	9,324 -6,163	-40%	-$141K	0.09%	230
2015 Q2	$384	Sell	15,487 -3,504	-18%	-$86.5K	0.1%	171
2015 Q1	$457K	Buy	18,991 +667	+4%	+$16.7K	0.17%	146
2014 Q4	$482K	Buy	18,324 +2,827	+18%	+$80.5K	0.2%	144
2014 Q3	$453K	Buy	+15,497	New	+$491K	0.2%	145

Other funds holding FTGC

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MFG

Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

First Heartland Consultants's FTGC Position: Q2 2026 in Review

First Heartland Consultants reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 3.2% in Q2 2026, selling an estimated $15.8K and leaving 16,524 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #346.

First Heartland Consultants first reported a position in FTGC in Q3 2014 and has held it in 26 quarters since. The position peaked at $4.72M in Q1 2022. 84 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

First Heartland Consultants held 16,524 shares of First Trust Global Tactical Commodity Strategy Fund worth $447K as of Q2 2026.
First Heartland Consultants sold 548 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $15.8K.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #346 holding.
First Heartland Consultants first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2014 and has held it in 26 quarters since.
First Heartland Consultants's First Trust Global Tactical Commodity Strategy Fund position peaked at $4.72M in Q1 2022.
84 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.