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Gerald Baker Financial Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Gerald Baker Financial Group’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 		$1.74M Buy
64,167
+2,784
+5% +$80.1K 0.49% 47
2026
Q1 		$1.76M Buy
+61,383
New +$1.59M 0.56% 44

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

Gerald Baker Financial Group's FTGC Position: Q2 2026 in Review

Gerald Baker Financial Group increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 4.5% in Q2 2026, buying an estimated $80.1K and bringing the position to 64,167 shares worth $1.74M. The position accounts for 0.49% of the portfolio, ranked #47.

Gerald Baker Financial Group first reported a position in FTGC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.76M in Q1 2026. 273 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Gerald Baker Financial Group held 64,167 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.74M as of Q2 2026.
  • Gerald Baker Financial Group bought 2,784 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $80.1K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.49% of Gerald Baker Financial Group's portfolio in Q2 2026, its #47 holding.
  • Gerald Baker Financial Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • Gerald Baker Financial Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.76M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.