Newbridge Financial Services Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Newbridge Financial Services Group’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	$36.4K	Buy	1,345 +201	+18%	+$5.78K	﹤0.01%	561
2026 Q1	$32.8K	Sell	1,144 -1,089	-49%	-$28.2K	0.01%	530
2025 Q4	$51.9K	Buy	2,233 +1,116	+100%	+$29K	0.01%	423
2025 Q3	$28.9K	Hold	1,117	–	–	﹤0.01%	648
2025 Q2	$27.6K	Buy	1,117 +392	+54%	+$9.64K	﹤0.01%	636
2025 Q1	$18.5K	Hold	725	–	–	﹤0.01%	563
2024 Q4	$17.3K	Hold	725	–	–	﹤0.01%	631
2024 Q3	$17.2K	Buy	+725	New	+$16.8K	0.01%	376
2023 Q3	–	Sell	-1,136	Closed	-$25.9K	–	1338
2023 Q2	$25.9K	Hold	1,136	–	–	0.01%	616
2023 Q1	$26.7K	Hold	1,136	–	–	0.01%	624
2022 Q4	$27.8K	Hold	1,136	–	–	0.02%	618
2022 Q3	$29K	Hold	1,136	–	–	0.02%	591
2022 Q2	$30K	Buy	+1,136	New	+$33K	0.02%	535

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

Newbridge Financial Services Group's FTGC Position: Q2 2026 in Review

Newbridge Financial Services Group increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 18% in Q2 2026, buying an estimated $5.78K and bringing the position to 1,345 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Newbridge Financial Services Group first reported a position in FTGC in Q2 2022 and has held it in 13 quarters since. The position peaked at $51.9K in Q4 2025. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Newbridge Financial Services Group held 1,345 shares of First Trust Global Tactical Commodity Strategy Fund worth $36.4K as of Q2 2026.
Newbridge Financial Services Group bought 201 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $5.78K.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #561 holding.
Newbridge Financial Services Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and has held it in 13 quarters since.
Newbridge Financial Services Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $51.9K in Q4 2025.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.