Medallion Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Medallion Wealth Advisors’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	$633	Hold	23	–	–	﹤0.01%	1026
2026 Q1	$667	Hold	23	–	–	﹤0.01%	1075
2025 Q4	$532	Buy	23 +3	+15%	+$78	﹤0.01%	1075
2025 Q3	$513	Hold	20	–	–	﹤0.01%	1060
2025 Q2	$486	Hold	20	–	–	﹤0.01%	1052
2025 Q1	$501	Buy	20 +1	+5%	+$25	﹤0.01%	1024
2024 Q4	$466	Buy	+19	New	+$450	﹤0.01%	971

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

Medallion Wealth Advisors's FTGC Position: Q2 2026 in Review

Medallion Wealth Advisors held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2026 at 23 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Medallion Wealth Advisors first reported a position in FTGC in Q4 2024 and has held it in 7 quarters since. The position peaked at $667 in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Medallion Wealth Advisors held 23 shares of First Trust Global Tactical Commodity Strategy Fund worth $633 as of Q2 2026.
Medallion Wealth Advisors left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1026 holding.
Medallion Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $667 in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.