HFG Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

HFG Wealth Management’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 Q3	$5.56M	Hold	205,361	–	–	5.61%	6
2026 Q2	$5.56M	Sell	205,361 -287,743	-58%	-$8.28M	5.59%	6
2026 Q1	$14.2M	Sell	493,104 -21,102	-4%	-$545K	7.79%	3
2025 Q4	$11.9M	Buy	514,206 +58,946	+13%	+$1.53M	6.59%	5
2025 Q3	$11.8M	Sell	455,260 -10,062	-2%	-$255K	6.41%	5
2025 Q2	$11.9M	Buy	465,322 +33,461	+8%	+$823K	7.24%	3
2025 Q1	$10.3M	Sell	431,861 -80,831	-16%	-$2.03M	6.26%	5
2024 Q4	$12.1M	Buy	512,692 +9,579	+2%	+$227K	7.87%	3
2024 Q3	$12M	Hold	503,113	–	–	7.67%	3
2024 Q2	$12M	Buy	503,113 +32,228	+7%	+$780K	7.67%	3
2024 Q1	$11.2M	Buy	470,885 +24,350	+5%	+$561K	6.58%	6
2023 Q4	$10M	Buy	+446,535	New	+$10.4M	2.46%	10
2023 Q1	$7.9M	Buy	+336,227	New	+$7.99M	1.64%	17

Other funds holding FTGC

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

HFG Wealth Management's FTGC Position: Q3 2026 in Review

HFG Wealth Management held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q3 2026 at 205,361 shares worth $5.56M. The position accounts for 5.61% of the portfolio, ranked #6.

HFG Wealth Management first reported a position in FTGC in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.2M in Q1 2026. 75 funds tracked by Wall St. Rank hold FTGC as of Q3 2026.

HFG Wealth Management held 205,361 shares of First Trust Global Tactical Commodity Strategy Fund worth $5.56M as of Q3 2026.
HFG Wealth Management left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q3 2026.
First Trust Global Tactical Commodity Strategy Fund made up 5.61% of HFG Wealth Management's portfolio in Q3 2026, its #6 holding.
HFG Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and has held it in 13 quarters since.
HFG Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $14.2M in Q1 2026.
75 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2026.

Based on HFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.