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

Integrated Wealth Concepts’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 		$4.24M Buy
+147,781
New +$3.82M 0.03% 480
2025
Q4 		– Sell
-128,155
Closed -$3.32M – 1782
2025
Q3 		$3.32M Buy
128,155
+16,608
+15% +$421K 0.03% 504
2025
Q2 		$2.75M Sell
111,547
-7,057
-6% -$174K 0.03% 516
2025
Q1 		$3.03M Buy
118,604
+11,155
+10% +$280K 0.04% 466
2024
Q4 		$2.57M Sell
107,449
-1,510
-1% -$35.8K 0.03% 479
2024
Q3 		$2.58M Buy
108,959
+4,026
+4% +$93.4K 0.03% 472
2024
Q2 		$2.51M Buy
104,933
+3,067
+3% +$74.3K 0.03% 443
2024
Q1 		$2.42M Buy
101,866
+1,613
+2% +$37.1K 0.04% 454
2023
Q4 		$2.25M Sell
100,253
-2,996
-3% -$69.9K 0.04% 436
2023
Q3 		$2.48M Sell
103,249
-246,706
-70% -$5.96M 0.04% 379
2023
Q2 		$7.97M Buy
349,955
+317,061
+964% +$7.29M 0.14% 160
2023
Q1 		$773K Sell
32,894
-68,107
-67% -$1.62M 0.02% 712
2022
Q4 		$2.47M Buy
101,001
+17,803
+21% +$465K 0.07% 275
2022
Q3 		$2.11M Buy
83,198
+7,638
+10% +$202K 0.07% 269
2022
Q2 		$2.02M Buy
75,560
+27,966
+59% +$811K 0.06% 279
2022
Q1 		$1.35M Buy
47,594
+32,930
+225% +$864K 0.04% 330
2021
Q4 		$338K Buy
14,664
+1,900
+15% +$46.7K 0.01% 726
2021
Q3 		$308K Buy
12,764
+1,283
+11% +$30.3K 0.01% 735
2021
Q2 		$272K Sell
11,481
-2,148
-16% -$48.8K 0.01% 684
2021
Q1 		$285K Buy
+13,629
New +$283K 0.01% 603

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
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

Integrated Wealth Concepts's FTGC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2026: 147,781 shares worth $4.24M. The stake represents 0.03% of the portfolio and ranks #480 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FTGC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in FTGC in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.97M in Q2 2023. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

  • Integrated Wealth Concepts held 147,781 shares of First Trust Global Tactical Commodity Strategy Fund worth $4.24M as of Q1 2026.
  • First Trust Global Tactical Commodity Strategy Fund was a new Integrated Wealth Concepts position in Q1 2026.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #480 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's First Trust Global Tactical Commodity Strategy Fund position peaked at $7.97M in Q2 2023.
  • 280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.