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Holos Integrated Wealth’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Holos Integrated Wealth’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 		$2.72K Sell
98
-130
-57% -$3.74K ﹤0.01% 330
2026
Q1 		$6.55K Hold
228
– – ﹤0.01% 283
2025
Q4 		$5.29K Hold
228
– – ﹤0.01% 235
2025
Q3 		$5.84K Sell
228
-1
-0.4% -$25 ﹤0.01% 224
2025
Q2 		$5.67K Sell
229
-588
-72% -$14.5K ﹤0.01% 223
2025
Q1 		$20.8K Sell
817
-84
-9% -$2.11K 0.01% 153
2024
Q4 		$21.6K Buy
+901
New +$21.3K 0.01% 149

Other funds holding FTGC

CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MFG
Mainsail Financial Group Bellevue, Washington $294M AUM 23.41% 1-Year Est. Return

Holos Integrated Wealth's FTGC Position: Q2 2026 in Review

Holos Integrated Wealth reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 57% in Q2 2026, selling an estimated $3.74K and leaving 98 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Holos Integrated Wealth first reported a position in FTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.6K in Q4 2024. 84 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Holos Integrated Wealth held 98 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.72K as of Q2 2026.
  • Holos Integrated Wealth sold 130 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $3.74K.
  • First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #330 holding.
  • Holos Integrated Wealth first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's First Trust Global Tactical Commodity Strategy Fund position peaked at $21.6K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.