Landmark Wealth Management (Illinois)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Landmark Wealth Management (Illinois)’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
2025 Q2	–	Sell	-9,093	Closed	-$232K	–	49
2025 Q1	$232K	Sell	9,093 -1,123	-11%	-$28.2K	0.11%	46
2024 Q4	$244K	Sell	10,216 -1,243	-11%	-$29.4K	0.12%	45
2024 Q3	$271K	Sell	11,459 -2,755	-19%	-$63.9K	0.14%	42
2024 Q2	$340K	Buy	+14,214	New	+$344K	0.19%	40

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Landmark Wealth Management (Illinois)'s FTGC Position: Q2 2025 in Review

Landmark Wealth Management (Illinois) sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 9,093 shares — an estimated $232K sold.

Landmark Wealth Management (Illinois) first reported a position in FTGC in Q2 2024 and held it in 4 quarters. The position peaked at $340K in Q2 2024. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Landmark Wealth Management (Illinois) reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Landmark Wealth Management (Illinois) sold 9,093 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $232K.
Landmark Wealth Management (Illinois) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and held it in 4 quarters.
Landmark Wealth Management (Illinois)'s First Trust Global Tactical Commodity Strategy Fund position peaked at $340K in Q2 2024.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 5 Aug 2025.