Morton Brown Family Wealth’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Morton Brown Family Wealth’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	$191K	Hold	7,059	–	–	0.04%	74
2026 Q1	$203K	Hold	7,059	–	–	0.05%	66
2025 Q4	$164K	Sell	7,059 -315	-4%	-$8.19K	0.04%	72
2025 Q3	$191K	Hold	7,374	–	–	0.05%	59
2025 Q2	$182K	Sell	7,374 -778	-10%	-$19.1K	0.06%	60
2025 Q1	$208K	Sell	8,152 -2,428	-23%	-$60.9K	0.07%	57
2024 Q4	$253K	Hold	10,580	–	–	0.09%	52
2024 Q3	$251K	Sell	10,580 -46	-0.4%	-$1.07K	0.09%	48
2024 Q2	$250K	Sell	10,626 -614	-5%	-$14.9K	0.1%	48
2024 Q1	$267K	Sell	11,240 -4,248	-27%	-$97.8K	0.11%	43
2023 Q4	$348K	Sell	15,488 -1,330	-8%	-$31K	0.15%	41
2023 Q3	$404K	Sell	16,818 -5,748	-25%	-$139K	0.21%	37
2023 Q2	$514K	Sell	22,566 -8,983	-28%	-$206K	0.27%	32
2023 Q1	$741K	Sell	31,549 -1,575	-5%	-$37.4K	0.44%	29
2022 Q4	$811K	Sell	33,124 -2,024	-6%	-$52.8K	0.55%	26
2022 Q3	$891K	Sell	35,148 -10,077	-22%	-$267K	0.71%	23
2022 Q2	$1.21M	Sell	45,225 -1,787	-4%	-$51.8K	0.94%	20
2022 Q1	$1.34M	Sell	47,012 -3,158	-6%	-$82.9K	1.01%	19
2021 Q4	$1.24M	Buy	+50,170	New	+$1.23M	0.95%	18

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

Morton Brown Family Wealth's FTGC Position: Q2 2026 in Review

Morton Brown Family Wealth held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2026 at 7,059 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #74.

Morton Brown Family Wealth first reported a position in FTGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Morton Brown Family Wealth held 7,059 shares of First Trust Global Tactical Commodity Strategy Fund worth $191K as of Q2 2026.
Morton Brown Family Wealth left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.04% of Morton Brown Family Wealth's portfolio in Q2 2026, its #74 holding.
Morton Brown Family Wealth first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.34M in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.