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Milestones Private Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Milestones Private Investment 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 		$2.23M Buy
+82,589
New +$2.38M 1.78% 16

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

Milestones Private Investment Advisors's FTGC Position: Q2 2026 in Review

Milestones Private Investment Advisors opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 82,589 shares worth $2.23M. The stake represents 1.78% of the portfolio and ranks #16 among its holdings.

274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Milestones Private Investment Advisors held 82,589 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.23M as of Q2 2026.
  • First Trust Global Tactical Commodity Strategy Fund was a new Milestones Private Investment Advisors position in Q2 2026.
  • First Trust Global Tactical Commodity Strategy Fund made up 1.78% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • 274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.