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 Q2	$1.01M	Sell	37,485 -5,462	-13%	-$157K	0.02%	579
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 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 22.9% 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

Mount Yale Investment Advisors's FTGC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 13% in Q2 2026, selling an estimated $157K and leaving 37,485 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #579.

Mount Yale Investment Advisors first reported a position in FTGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.16M in Q3 2025. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Mount Yale Investment Advisors held 37,485 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.01M as of Q2 2026.
Mount Yale Investment Advisors sold 5,462 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $157K.
First Trust Global Tactical Commodity Strategy Fund made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #579 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 4 quarters since.
Mount Yale Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.16M in Q3 2025.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.