Marshall Investment Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Marshall Investment 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
2026 Q2	$2.54K	Buy	94 +1	+1%	+$29	﹤0.01%	341
2026 Q1	$2.68K	Buy	+93	New	+$2.4K	﹤0.01%	237
2025 Q2	–	Sell	-1,105	Closed	-$28.2K	–	92
2025 Q1	$28.2K	Buy	1,105 +15	+1%	+$376	0.02%	130
2024 Q4	$25.8K	Buy	+1,090	New	+$25.8K	0.02%	126

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

Marshall Investment Management's FTGC Position: Q2 2026 in Review

Marshall Investment Management increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 1.1% in Q2 2026, buying an estimated $29 and bringing the position to 94 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Marshall Investment Management first reported a position in FTGC in Q4 2024 and has held it in 4 quarters since. The position peaked at $28.2K in Q1 2025. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Marshall Investment Management held 94 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.54K as of Q2 2026.
Marshall Investment Management bought 1 First Trust Global Tactical Commodity Strategy Fund share in Q2 2026, an estimated $29.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #341 holding.
Marshall Investment Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and has held it in 4 quarters since.
Marshall Investment Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $28.2K in Q1 2025.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.