Gladstone Institutional Advisory’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Gladstone Institutional Advisory’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 Q1	$7.71M	Buy	268,549 +22,969	+9%	+$594K	0.29%	75
2025 Q4	$5.7M	Buy	245,580 +1,721	+0.7%	+$44.7K	0.22%	102
2025 Q3	$6.32M	Buy	243,859 +3,281	+1%	+$83.2K	0.24%	96
2025 Q2	$5.94M	Buy	240,578 +7,876	+3%	+$194K	0.25%	93
2025 Q1	$5.94M	Buy	232,702 +1,273	+0.6%	+$31.9K	0.28%	89
2024 Q4	$5.54M	Buy	231,429 +34,523	+18%	+$817K	0.26%	91
2024 Q3	$4.66M	Sell	196,906 -770	-0.4%	-$17.9K	0.23%	106
2024 Q2	$4.73M	Sell	197,676 -2,731	-1%	-$66.1K	0.25%	109
2024 Q1	$4.75M	Buy	200,407 +18,432	+10%	+$425K	0.26%	104
2023 Q4	$4.08M	Buy	181,975 +27,686	+18%	+$646K	0.23%	117
2023 Q3	$3.7M	Buy	154,289 +17,151	+13%	+$414K	0.24%	108
2023 Q2	$3.12M	Buy	137,138 +1,312	+1%	+$30.1K	0.19%	136
2023 Q1	$3.19M	Buy	135,826 +1,477	+1%	+$35.1K	0.21%	141
2022 Q4	$3.29M	Sell	134,349 -60,054	-31%	-$1.57M	0.23%	123
2022 Q3	$4.93M	Sell	194,403 -30,076	-13%	-$796K	0.39%	59
2022 Q2	$6.01M	Sell	224,479 -137,435	-38%	-$3.99M	0.48%	42
2022 Q1	$10.3M	Sell	361,914 -34,551	-9%	-$907K	0.7%	25
2021 Q4	$9.14M	Buy	396,465 +33,191	+9%	+$816K	0.71%	24
2021 Q3	$8.76M	Buy	363,274 +12,716	+4%	+$301K	0.86%	18
2021 Q2	$8.29M	Buy	+350,558	New	+$7.97M	0.99%	17

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

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

CWP

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Gladstone Institutional Advisory's FTGC Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 9.4% in Q1 2026, buying an estimated $594K and bringing the position to 268,549 shares worth $7.71M. The position accounts for 0.29% of the portfolio, ranked #75.

Gladstone Institutional Advisory first reported a position in FTGC in Q2 2021 and has held it in 20 quarters since. The position peaked at $10.3M in Q1 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Gladstone Institutional Advisory held 268,549 shares of First Trust Global Tactical Commodity Strategy Fund worth $7.71M as of Q1 2026.
Gladstone Institutional Advisory bought 22,969 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $594K.
First Trust Global Tactical Commodity Strategy Fund made up 0.29% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #75 holding.
Gladstone Institutional Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and has held it in 20 quarters since.
Gladstone Institutional Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $10.3M in Q1 2022.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.