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Mount Yale Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Mount Yale 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
Q1 		$1.23M Sell
42,947
-8,833
-17% -$228K 0.03% 475
2025
Q4 		$1.2M Sell
51,780
-31,644
-38% -$822K 0.06% 289
2025
Q3 		$2.16M Buy
+83,424
New +$2.12M 0.15% 146

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Mount Yale Investment Advisors's FTGC Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 17% in Q1 2026, selling an estimated $228K and leaving 42,947 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #475.

Mount Yale Investment Advisors first reported a position in FTGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.16M in Q3 2025. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

  • Mount Yale Investment Advisors held 42,947 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.23M as of Q1 2026.
  • Mount Yale Investment Advisors sold 8,833 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $228K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #475 holding.
  • Mount Yale Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.16M in Q3 2025.
  • 280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.