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

FSM 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	–	Sell	-7,995	Closed	-$230K	–	360
2026 Q1	$230K	Buy	+7,995	New	+$207K	0.03%	293
2025 Q4	–	Sell	-8,232	Closed	-$213K	–	315
2025 Q3	$213K	Sell	8,232 -283	-3%	-$7.17K	0.03%	305
2025 Q2	$212K	Buy	+8,515	New	+$209K	0.03%	267

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

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

FSM Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 7,995 shares — an estimated $230K sold.

FSM Wealth Advisors first reported a position in FTGC in Q2 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

FSM Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
FSM Wealth Advisors sold 7,995 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $230K.
FSM Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2025 and held it in 3 quarters.
FSM Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $230K in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.