Fortress Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Fortress Wealth 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	$6.93M	Sell	267,516 -21,786	-8%	-$552K	3.08%	8
2025 Q2	$7.14M	Sell	289,302 -619	-0.2%	-$15.2K	3.44%	8
2025 Q1	$7.4M	Sell	289,921 -10,585	-4%	-$265K	3.84%	7
2024 Q4	$7.19M	Buy	+300,506	New	+$7.11M	3.49%	8

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $649M AUM 19.82% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fortress Wealth Management's FTGC Position: Q3 2025 in Review

Fortress Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 7.5% in Q3 2025, selling an estimated $552K and leaving 267,516 shares worth $6.93M. The position accounts for 3.08% of the portfolio, ranked #8.

Fortress Wealth Management first reported a position in FTGC in Q4 2024 and has held it in 4 quarters since. The position peaked at $7.4M in Q1 2025. 237 funds tracked by Wall St. Rank hold FTGC as of Q3 2025.

Fortress Wealth Management held 267,516 shares of First Trust Global Tactical Commodity Strategy Fund worth $6.93M as of Q3 2025.
Fortress Wealth Management sold 21,786 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2025, an estimated $552K.
First Trust Global Tactical Commodity Strategy Fund made up 3.08% of Fortress Wealth Management's portfolio in Q3 2025, its #8 holding.
Fortress Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and has held it in 4 quarters since.
Fortress Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $7.4M in Q1 2025.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.