Lord & Richards Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Lord & Richards Wealth Management’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	-134	Closed	-$3.42K	–	87
2025 Q1	$3.42K	Buy	+134	New	+$3.36K	﹤0.01%	130

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $324B AUM 22.36% 1-Year Est. Return

Lord & Richards Wealth Management's FTGC Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 134 shares — an estimated $3.42K sold.

Lord & Richards Wealth Management first reported a position in FTGC in Q1 2025 and held it in 1 quarter. The position peaked at $3.42K in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Lord & Richards Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 134 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $3.42K.
Lord & Richards Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2025 and held it in 1 quarter.
Lord & Richards Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.42K in Q1 2025.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.