Jones Financial Companies’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Jones Financial Companies’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	–	Sell	-22	Closed	-$511	–	4804
2025 Q4	$511	Buy	+22	New	+$572	﹤0.01%	4156
2025 Q2	–	Sell	-144	Closed	-$3.65K	–	4074
2025 Q1	$3.65K	Buy	+144	New	+$3.61K	﹤0.01%	3061
2024 Q4	–	Sell	-133	Closed	-$3.16K	–	3450
2024 Q3	$3.16K	Buy	+133	New	+$3.09K	﹤0.01%	2567
2024 Q1	–	Sell	-707	Closed	-$15.9K	–	1403
2023 Q4	$15.9K	Buy	+707	New	+$16.5K	﹤0.01%	616

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

Jones Financial Companies's FTGC Position: Q1 2026 in Review

Jones Financial Companies sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2026, closing a stake of 22 shares — an estimated $511 sold.

Jones Financial Companies first reported a position in FTGC in Q4 2023 and held it in 4 quarters. The position peaked at $15.9K in Q4 2023. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Jones Financial Companies reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 22 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $511.
Jones Financial Companies first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 4 quarters.
Jones Financial Companies's First Trust Global Tactical Commodity Strategy Fund position peaked at $15.9K in Q4 2023.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.