IWA
FTGC icon

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

Inspirion Wealth 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
Q2 		$1.78M Sell
65,863
-18,479
-22% -$532K 0.2% 49
2026
Q1 		$2.42M Sell
84,342
-23,221
-22% -$600K 0.3% 38
2025
Q4 		$2.5M Sell
107,563
-30,314
-22% -$788K 0.31% 36
2025
Q3 		$3.27M Buy
137,877
+16,639
+14% +$422K 0.46% 26
2025
Q2 		$2.99M Sell
121,238
-1,068
-0.9% -$26.3K 0.4% 28
2025
Q1 		$3.12M Sell
122,306
-5,198
-4% -$130K 0.43% 25
2024
Q4 		$3.07M Sell
127,504
-10,373
-8% -$246K 0.43% 26
2024
Q3 		$3.27M Buy
137,877
+3,151
+2% +$73.1K 0.46% 26
2024
Q2 		$3.22M Sell
134,726
-10,097
-7% -$245K 0.49% 24
2024
Q1 		$3.44M Sell
144,823
-16,490
-10% -$380K 0.57% 24
2023
Q4 		$3.61M Sell
161,313
-31,949
-17% -$745K 0.65% 24
2023
Q3 		$4.64M Sell
193,262
-59,392
-24% -$1.43M 0.9% 20
2023
Q2 		$5.75M Sell
252,654
-174,371
-41% -$4.01M 1.1% 18
2023
Q1 		$10M Buy
427,025
+187,688
+78% +$4.46M 2.01% 15
2022
Q4 		$5.86M Sell
239,337
-73,537
-24% -$1.92M 1.24% 18
2022
Q3 		$7.93M Buy
312,874
+32,917
+12% +$871K 1.79% 17
2022
Q2 		$7.49M Buy
279,957
+213,740
+323% +$6.2M 1.64% 17
2022
Q1 		$1.88M Buy
66,217
+10,878
+20% +$285K 0.39% 29
2021
Q4 		$1.28M Buy
55,339
+4,420
+9% +$109K 0.27% 40
2021
Q3 		$1.23M Buy
50,919
+850
+2% +$20.1K 0.28% 35
2021
Q2 		$1.18M Sell
50,069
-337
-0.7% -$7.66K 0.29% 33
2021
Q1 		$1.06M Buy
50,406
+16,021
+47% +$332K 0.28% 33
2020
Q4 		$665K Buy
+34,385
New +$615K 0.19% 44

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

Inspirion Wealth Advisors's FTGC Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 22% in Q2 2026, selling an estimated $532K and leaving 65,863 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #49.

Inspirion Wealth Advisors first reported a position in FTGC in Q4 2020 and has held it in 23 quarters since. The position peaked at $10M in Q1 2023. 112 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Inspirion Wealth Advisors held 65,863 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.78M as of Q2 2026.
  • Inspirion Wealth Advisors sold 18,479 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $532K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.2% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Inspirion Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2020 and has held it in 23 quarters since.
  • Inspirion Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $10M in Q1 2023.
  • 112 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.