Foundations Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Foundations Investment 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
2025 Q2	–	Sell	-9,698	Closed	-$248K	–	955
2025 Q1	$248K	Sell	9,698 -95	-1%	-$2.38K	﹤0.01%	767
2024 Q4	$234K	Buy	9,793 +941	+11%	+$22.3K	﹤0.01%	747
2024 Q3	$210K	Sell	8,852 -1,446	-14%	-$33.5K	﹤0.01%	763
2024 Q2	$246K	Sell	10,298 -138,082	-93%	-$3.34M	0.01%	661
2024 Q1	$3.52M	Sell	148,380 -39,995	-21%	-$921K	0.09%	174
2023 Q4	$4.31M	Buy	188,375 +10,409	+6%	+$243K	0.12%	138
2023 Q3	$4.27M	Buy	177,966 +19,082	+12%	+$461K	0.13%	124
2023 Q2	$3.62M	Buy	158,884 +104,263	+191%	+$2.4M	0.12%	127
2023 Q1	$1.28M	Buy	+54,621	New	+$1.3M	0.05%	205
2022 Q4	–	Sell	-8,409	Closed	-$213K	–	451
2022 Q3	$213K	Sell	8,409 -220	-3%	-$5.82K	0.01%	366
2022 Q2	$218K	Buy	+8,629	New	+$250K	0.01%	355

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CWP

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Foundations Investment Advisors's FTGC Position: Q2 2025 in Review

Foundations Investment Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 9,698 shares — an estimated $248K sold.

Foundations Investment Advisors first reported a position in FTGC in Q2 2022 and held it in 11 quarters. The position peaked at $4.31M in Q4 2023. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Foundations Investment Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 9,698 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $248K.
Foundations Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 11 quarters.
Foundations Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $4.31M in Q4 2023.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.