IFP Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

IFP Advisors’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 Q1	$202K	Sell	7,042 -61	-0.9%	-$1.58K	﹤0.01%	1401
2025 Q4	$165K	Sell	7,103 -337,662	-98%	-$8.77M	﹤0.01%	1482
2025 Q3	$8.93M	Buy	344,765 +332,644	+2,744%	+$8.43M	0.23%	90
2025 Q2	$299K	Sell	12,121 -541,901	-98%	-$13.3M	0.01%	1065
2025 Q1	$14.1M	Buy	554,022 +548,323	+9,621%	+$13.8M	0.44%	38
2024 Q4	$136K	Sell	5,699 -1,108	-16%	-$26.2K	﹤0.01%	1317
2024 Q3	$161K	Buy	6,807 +975	+17%	+$22.6K	0.01%	1186
2024 Q2	$139K	Sell	5,832 -3,790	-39%	-$91.8K	0.01%	1215
2024 Q1	$228K	Sell	9,622 -688,810	-99%	-$15.9M	0.01%	938
2023 Q4	$15.7M	Buy	698,432 +49,080	+8%	+$1.14M	0.74%	21
2023 Q3	$15.6M	Buy	649,352 +602,322	+1,281%	+$14.5M	0.7%	28
2023 Q2	$1.07M	Sell	47,030 -8,449	-15%	-$194K	0.04%	409
2023 Q1	$1.2M	Sell	55,479 -904,269	-94%	-$21.5M	0.05%	336
2022 Q4	$20.8M	Sell	959,748 -101,535	-10%	-$2.65M	0.56%	23
2022 Q3	$23M	Sell	1,061,283 -13,609	-1%	-$360K	0.6%	18
2022 Q2	$23.2M	Hold	1,074,892	–	–	0.74%	9
2022 Q1	$23.2M	Buy	1,074,892 +341,185	+47%	+$8.95M	0.74%	9
2021 Q4	$16.9M	Buy	733,707 +2,349	+0.3%	+$57.8K	0.33%	32
2021 Q3	$17.6M	Buy	731,358 +135,002	+23%	+$3.19M	0.35%	29
2021 Q2	$14.1M	Buy	596,356 +368,234	+161%	+$8.37M	0.29%	33
2021 Q1	$4.78M	Buy	228,122 +227,930	+118,714%	+$4.73M	0.09%	101
2020 Q4	$4K	Sell	192 -33,187	-99%	-$594K	﹤0.01%	2403
2020 Q3	$571K	Buy	33,379 +32,206	+2,746%	+$538K	0.03%	403
2020 Q2	$19K	Sell	1,173 -79,317	-99%	-$1.18M	﹤0.01%	1584
2020 Q1	$1.18M	Buy	80,490 +8,807	+12%	+$150K	0.12%	188
2019 Q4	$1.36M	Buy	71,683 +25,481	+55%	+$471K	0.1%	224
2019 Q3	$845K	Buy	+46,202	New	+$844K	0.06%	348
2019 Q1	$825K	Buy	43,967 +43,864	+42,586%	+$819K	0.11%	191
2018 Q4	$2K	Sell	103 -2,896	-97%	-$55.5K	﹤0.01%	3153
2018 Q3	$60K	Sell	2,999 -296	-9%	-$5.84K	﹤0.01%	1790
2018 Q2	$68K	Buy	3,295 +440	+15%	+$9.34K	﹤0.01%	1728
2018 Q1	$59K	Hold	2,855	–	–	﹤0.01%	1719
2017 Q4	$59K	Buy	2,855 +176	+7%	+$3.6K	﹤0.01%	1736
2017 Q3	$54K	Buy	2,679 +520	+24%	+$10.4K	﹤0.01%	1947
2017 Q2	$43K	Buy	2,159 +1,131	+110%	+$22.5K	﹤0.01%	2069
2017 Q1	$21K	Hold	1,028	–	–	﹤0.01%	2469
2016 Q4	$21K	Sell	1,028 -1,969	-66%	-$40.3K	﹤0.01%	2423
2016 Q3	$62K	Buy	2,997 +939	+46%	+$19.8K	﹤0.01%	1677
2016 Q2	$45K	Sell	2,058 -41,909	-95%	-$880K	﹤0.01%	1829
2016 Q1	$825K	Buy	43,967 +43,667	+14,556%	+$867K	0.11%	191
2015 Q4	$6K	Buy	+300	New	+$6.41K	﹤0.01%	2857

Other funds holding FTGC

Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SYBT

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

CWP

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

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

CCA

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

IFP Advisors's FTGC Position: Q1 2026 in Review

IFP Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.86% in Q1 2026, selling an estimated $1.58K and leaving 7,042 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

IFP Advisors first reported a position in FTGC in Q4 2015 and has held it in 41 quarters since. The position peaked at $23.2M in Q2 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

IFP Advisors held 7,042 shares of First Trust Global Tactical Commodity Strategy Fund worth $202K as of Q1 2026.
IFP Advisors sold 61 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $1.58K.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1401 holding.
IFP Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2015 and has held it in 41 quarters since.
IFP Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $23.2M in Q2 2022.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.