HBW Advisory Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

HBW Advisory Services’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	$377K	Buy	+13,951	New	+$401K	0.03%	343
2024 Q4	–	Sell	-12,457	Closed	-$295K	–	383
2024 Q3	$295K	Sell	12,457 -15,397	-55%	-$357K	0.04%	277
2024 Q2	$666K	Sell	27,854 -2,080	-7%	-$50.4K	0.11%	173
2024 Q1	$672K	Hold	29,934	–	–	0.13%	158
2023 Q4	$672K	Buy	29,934 +1,758	+6%	+$41K	0.13%	158
2023 Q3	$676K	Sell	28,176 -3,988	-12%	-$96.3K	0.14%	150
2023 Q2	$732K	Sell	32,164 -6,937	-18%	-$159K	0.16%	140
2023 Q1	$918K	Sell	39,101 -34,337	-47%	-$816K	0.23%	115
2022 Q4	$1.8M	Sell	73,438 -8,307	-10%	-$217K	0.47%	60
2022 Q3	$2.07M	Sell	81,745 -18,817	-19%	-$498K	0.58%	57
2022 Q2	$2.69M	Buy	100,562 +33,189	+49%	+$963K	0.7%	51
2022 Q1	$1.92M	Buy	+67,373	New	+$1.77M	0.67%	46

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

HBW Advisory Services's FTGC Position: Q2 2026 in Review

HBW Advisory Services opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 13,951 shares worth $377K. The stake represents 0.03% of the portfolio and ranks #343 among its holdings. This is a return to the name: HBW Advisory Services previously reported a position in FTGC as recently as Q3 2024.

HBW Advisory Services first reported a position in FTGC in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.69M in Q2 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

HBW Advisory Services held 13,951 shares of First Trust Global Tactical Commodity Strategy Fund worth $377K as of Q2 2026.
First Trust Global Tactical Commodity Strategy Fund was a new HBW Advisory Services position in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #343 holding.
HBW Advisory Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and has held it in 12 quarters since.
HBW Advisory Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.69M in Q2 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.