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

IFG Advisory’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
2025 Q4	–	Sell	-8,898	Closed	-$230K	–	768
2025 Q3	$230K	Buy	8,898 +27	+0.3%	+$685	0.01%	711
2025 Q2	$219K	Buy	+8,871	New	+$218K	0.01%	694
2022 Q4	–	Sell	-13,282	Closed	-$336K	–	509
2022 Q3	$336K	Sell	13,282 -20,066	-60%	-$531K	0.03%	387
2022 Q2	$892K	Sell	33,348 -8,818	-21%	-$256K	0.09%	207
2022 Q1	$1.2M	Buy	42,166 +13,712	+48%	+$360K	0.12%	183
2021 Q4	$656K	Buy	28,454 +14,336	+102%	+$353K	0.06%	256
2021 Q3	$340K	Sell	14,118 -860	-6%	-$20.3K	0.04%	373
2021 Q2	$354K	Buy	+14,978	New	+$341K	0.04%	360

Other funds holding FTGC

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return