Guardian Wealth Advisors (North Carolina)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$4.16M	Buy	144,969 +11,241	+8%	+$291K	0.26%	59
2025 Q4	$3.11M	Buy	133,728 +4,935	+4%	+$128K	0.19%	77
2025 Q3	$3.34M	Buy	128,793 +7,331	+6%	+$186K	0.22%	69
2025 Q2	$3M	Sell	121,462 -1,373	-1%	-$33.8K	0.21%	68
2025 Q1	$3.13M	Buy	122,835 +172	+0.1%	+$4.31K	0.25%	61
2024 Q4	$2.94M	Buy	122,663 +10,034	+9%	+$238K	0.23%	63
2024 Q3	$2.67M	Buy	112,629 +3,329	+3%	+$77.2K	0.28%	50
2024 Q2	$2.61M	Buy	109,300 +12,747	+13%	+$309K	0.31%	45
2024 Q1	$2.29M	Buy	96,553 +5,074	+6%	+$117K	0.28%	50
2023 Q4	$2.05M	Buy	91,479 +12,042	+15%	+$281K	0.31%	49
2023 Q3	$1.91M	Buy	79,437 +929	+1%	+$22.4K	0.32%	45
2023 Q2	$1.79M	Buy	78,508 +10,681	+16%	+$245K	0.31%	40
2023 Q1	$1.59M	Sell	67,827 -3	-0%	-$71	0.28%	46
2022 Q4	$1.66M	Sell	67,830 -707	-1%	-$18.5K	0.32%	37
2022 Q3	$1.74M	Sell	68,537 -198	-0.3%	-$5.24K	0.32%	32
2022 Q2	$1.84M	Buy	68,735 +8,535	+14%	+$248K	0.34%	29
2022 Q1	$1.71M	Sell	60,200 -7,132	-11%	-$187K	0.74%	22
2021 Q4	$1.55M	Buy	+67,332	New	+$1.66M	0.67%	33

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

Guardian Wealth Advisors (North Carolina)'s FTGC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 8.4% in Q1 2026, buying an estimated $291K and bringing the position to 144,969 shares worth $4.16M. The position accounts for 0.26% of the portfolio, ranked #59.

Guardian Wealth Advisors (North Carolina) first reported a position in FTGC in Q4 2021 and has held it in 18 quarters since. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 144,969 shares of First Trust Global Tactical Commodity Strategy Fund worth $4.16M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) bought 11,241 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $291K.
First Trust Global Tactical Commodity Strategy Fund made up 0.26% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #59 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 18 quarters since.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.