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

OneDigital 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	$355K	Sell	12,378 -40	-0.3%	-$1.03K	﹤0.01%	1108
2025 Q4	$288K	Sell	12,418 -287	-2%	-$7.46K	﹤0.01%	1236
2025 Q3	$329K	Sell	12,705 -3,300	-21%	-$83.7K	﹤0.01%	1128
2025 Q2	$395K	Sell	16,005 -1,006	-6%	-$24.7K	﹤0.01%	1007
2025 Q1	$434K	Sell	17,011 -1,994	-10%	-$50K	0.01%	912
2024 Q4	$455K	Sell	19,005 -3,000	-14%	-$71K	0.01%	926
2024 Q3	$521K	Sell	22,005 -264	-1%	-$6.13K	0.01%	922
2024 Q2	$532K	Sell	22,269 -8,721	-28%	-$211K	0.01%	875
2024 Q1	$735K	Buy	30,990 +1,222	+4%	+$28.1K	0.01%	607
2023 Q4	$668K	Sell	29,768 -4,627	-13%	-$108K	0.01%	609
2023 Q3	$825K	Sell	34,395 -4,559	-12%	-$110K	0.02%	474
2023 Q2	$887K	Buy	38,954 +2,946	+8%	+$67.7K	0.02%	440
2023 Q1	$846K	Sell	36,008 -4,017	-10%	-$95.5K	0.02%	439
2022 Q4	$980K	Sell	40,025 -23,490	-37%	-$613K	0.03%	362
2022 Q3	$1.61M	Buy	63,515 +1,210	+2%	+$32K	0.06%	219
2022 Q2	$1.67M	Buy	62,305 +30,366	+95%	+$881K	0.07%	184
2022 Q1	$908K	Buy	+31,939	New	+$838K	0.03%	303
2021 Q3	–	Sell	-16,000	Closed	-$378K	–	784
2021 Q2	$378K	Hold	16,000	–	–	0.02%	487
2021 Q1	$335K	Buy	+16,000	New	+$332K	0.02%	483
2019 Q3	–	Sell	-200	Closed	-$4K	–	777
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	1067
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	1008
2018 Q4	$4K	Sell	200 -1,275	-86%	-$24.4K	﹤0.01%	970
2018 Q3	$29K	Sell	1,475 -1,797	-55%	-$35.5K	0.01%	548
2018 Q2	$67K	Buy	3,272 +2,922	+835%	+$62K	0.01%	424
2018 Q1	$7K	Hold	350	–	–	﹤0.01%	1103
2017 Q4	$7K	Hold	350	–	–	﹤0.01%	1035
2017 Q3	$7K	Buy	350 +150	+75%	+$3K	﹤0.01%	851
2017 Q2	$4K	Buy	+200	New	+$3.97K	﹤0.01%	1085

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

OneDigital Investment Advisors's FTGC Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.32% in Q1 2026, selling an estimated $1.03K and leaving 12,378 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

OneDigital Investment Advisors first reported a position in FTGC in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.67M in Q2 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

OneDigital Investment Advisors held 12,378 shares of First Trust Global Tactical Commodity Strategy Fund worth $355K as of Q1 2026.
OneDigital Investment Advisors sold 40 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $1.03K.
First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1108 holding.
OneDigital Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2017 and has held it in 28 quarters since.
OneDigital Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.67M in Q2 2022.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.