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

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

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. 274 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.
274 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.