Mutual Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Mutual 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	$2.36M	Buy	82,094 +34,422	+72%	+$890K	0.05%	343
2025 Q4	$1.11M	Sell	47,672 -761	-2%	-$19.8K	0.02%	546
2025 Q3	$1.29M	Sell	48,433 -1,075	-2%	-$27.3K	0.03%	490
2025 Q2	$1.25M	Sell	49,508 -3,642	-7%	-$89.6K	0.03%	429
2025 Q1	$1.32M	Sell	53,150 -2,173	-4%	-$54.5K	0.04%	375
2024 Q4	$1.39M	Sell	55,323 -1,060	-2%	-$25.1K	0.04%	378
2024 Q3	$1.34M	Sell	56,383 -2,079	-4%	-$48.2K	0.04%	388
2024 Q2	$1.34M	Sell	58,462 -3,596	-6%	-$87.1K	0.04%	390
2024 Q1	$1.47M	Sell	62,058 -12,288	-17%	-$283K	0.05%	346
2023 Q4	$1.67M	Sell	74,346 -20,177	-21%	-$470K	0.06%	314
2023 Q3	$2.27M	Sell	94,523 -44,478	-32%	-$1.07M	0.09%	217
2023 Q2	$3.17M	Sell	139,001 -114,602	-45%	-$2.63M	0.12%	170
2023 Q1	$5.96M	Sell	253,603 -127,462	-33%	-$3.03M	0.24%	85
2022 Q4	$9.33M	Sell	381,065 -75,247	-16%	-$1.96M	0.42%	37
2022 Q3	$11.6M	Buy	456,312 +11,029	+2%	+$292K	0.59%	19
2022 Q2	$11.9M	Buy	445,283 +164,936	+59%	+$4.78M	0.79%	13
2022 Q1	$7.97M	Buy	280,347 +81,860	+41%	+$2.15M	0.45%	41
2021 Q4	$4.58M	Buy	198,487 +12,964	+7%	+$319K	0.24%	87
2021 Q3	$4.47M	Buy	185,523 +40,452	+28%	+$956K	0.26%	90
2021 Q2	$3.43M	Buy	145,071 +129,216	+815%	+$2.94M	0.2%	121
2021 Q1	$332K	Buy	15,855 +1,643	+12%	+$34.1K	0.02%	605
2020 Q4	$275K	Buy	14,212 +1,757	+14%	+$31.4K	0.02%	619
2020 Q3	$211K	Buy	12,455 +937	+8%	+$15.6K	0.02%	625
2020 Q2	$179K	Sell	11,518 -93	-0.8%	-$1.38K	0.02%	610
2020 Q1	$166K	Sell	11,611 -981	-8%	-$16.7K	0.02%	513
2019 Q4	$238K	Sell	12,592 -1,206	-9%	-$22.3K	0.03%	525
2019 Q3	$250K	Buy	+13,798	New	+$252K	0.03%	459
2018 Q4	–	Sell	-10,016	Closed	-$199K	–	454
2018 Q3	$199K	Buy	+10,016	New	+$198K	0.03%	453

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $1.9B AUM 24.89% 1-Year Est. Return

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Mutual Advisors's FTGC Position: Q1 2026 in Review

Mutual Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 72% in Q1 2026, buying an estimated $890K and bringing the position to 82,094 shares worth $2.36M. The position accounts for 0.05% of the portfolio, ranked #343.

Mutual Advisors first reported a position in FTGC in Q3 2018 and has held it in 28 quarters since. The position peaked at $11.9M in Q2 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Mutual Advisors held 82,094 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.36M as of Q1 2026.
Mutual Advisors bought 34,422 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $890K.
First Trust Global Tactical Commodity Strategy Fund made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #343 holding.
Mutual Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2018 and has held it in 28 quarters since.
Mutual Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $11.9M in Q2 2022.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.