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 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

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

Merit Financial Group's FTGC Position: Q2 2026 in Review

Merit Financial Group reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 7% in Q2 2026, selling an estimated $37.6K and leaving 17,353 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Merit Financial Group first reported a position in FTGC in Q2 2023 and has held it in 11 quarters since. The position peaked at $626K in Q1 2024. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Merit Financial Group held 17,353 shares of First Trust Global Tactical Commodity Strategy Fund worth $469K as of Q2 2026.
Merit Financial Group sold 1,306 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $37.6K.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1535 holding.
Merit Financial Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and has held it in 11 quarters since.
Merit Financial Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $626K in Q1 2024.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.