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 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

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

HFG Wealth Management's FTGC Position: Q2 2026 in Review

HFG Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 58% in Q2 2026, selling an estimated $8.28M and leaving 205,361 shares worth $5.56M. The position accounts for 5.59% of the portfolio, ranked #6.

HFG Wealth Management first reported a position in FTGC in Q1 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

HFG Wealth Management held 205,361 shares of First Trust Global Tactical Commodity Strategy Fund worth $5.56M as of Q2 2026.
HFG Wealth Management sold 287,743 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $8.28M.
First Trust Global Tactical Commodity Strategy Fund made up 5.59% of HFG Wealth Management's portfolio in Q2 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 12 quarters since.
HFG Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $14.2M in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.