Merit Financial Group
FTGC icon

Merit Financial Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Merit Financial Group’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
Q3 		$525K Sell
17,153
-200
-1% -$5.96K ﹤0.01% 1543
2026
Q2 		$469K Sell
17,353
-1,306
-7% -$37.6K ﹤0.01% 1535
2026
Q1 		$536K Sell
18,659
-663
-3% -$17.1K ﹤0.01% 1339
2025
Q4 		$449K Buy
19,322
+159
+0.8% +$4.13K ﹤0.01% 1366
2025
Q3 		$496K Sell
19,163
-76
-0.4% -$1.93K ﹤0.01% 1195
2025
Q2 		$475K Sell
19,239
-791
-4% -$19.5K 0.01% 1130
2025
Q1 		$511K Buy
20,030
+464
+2% +$11.6K 0.01% 931
2024
Q4 		$468K Buy
19,566
+756
+4% +$17.9K 0.01% 746
2024
Q3 		$446K Sell
18,810
-3,706
-16% -$86K 0.01% 580
2024
Q2 		$538K Sell
22,516
-3,867
-15% -$93.6K 0.01% 563
2024
Q1 		$626K Buy
+26,383
New +$608K 0.01% 516
2023
Q3 		– Sell
-10,828
Closed -$247K – 757
2023
Q2 		$247K Buy
+10,828
New +$249K 0.01% 645

Other funds holding FTGC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Merit Financial Group's FTGC Position: Q3 2026 in Review

Merit Financial Group reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 1.2% in Q3 2026, selling an estimated $5.96K and leaving 17,153 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

Merit Financial Group first reported a position in FTGC in Q2 2023 and has held it in 12 quarters since. The position peaked at $626K in Q1 2024. 173 funds tracked by Wall St. Rank hold FTGC as of Q3 2026.

  • Merit Financial Group held 17,153 shares of First Trust Global Tactical Commodity Strategy Fund worth $525K as of Q3 2026.
  • Merit Financial Group sold 200 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2026, an estimated $5.96K.
  • First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1543 holding.
  • Merit Financial Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and has held it in 12 quarters since.
  • Merit Financial Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $626K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.