Park Square Financial Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Park Square Financial 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 Q1	$310K	Buy	10,810 +598	+6%	+$15.5K	2.36%	14
2025 Q4	$244K	Sell	10,212 -8,493	-45%	-$221K	1.45%	14
2025 Q3	$484K	Sell	18,705 -12,478	-40%	-$316K	2.09%	15
2025 Q2	$769K	Sell	31,183 -8,129	-21%	-$200K	0.56%	31
2025 Q1	$1M	Buy	39,312 +578	+1%	+$14.5K	0.8%	26
2024 Q4	$927K	Buy	+38,734	New	+$917K	0.64%	28

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 $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 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

Park Square Financial Group's FTGC Position: Q1 2026 in Review

Park Square Financial Group increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 5.9% in Q1 2026, buying an estimated $15.5K and bringing the position to 10,810 shares worth $310K. The position accounts for 2.36% of the portfolio, ranked #14.

Park Square Financial Group first reported a position in FTGC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q1 2025. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Park Square Financial Group held 10,810 shares of First Trust Global Tactical Commodity Strategy Fund worth $310K as of Q1 2026.
Park Square Financial Group bought 598 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $15.5K.
First Trust Global Tactical Commodity Strategy Fund made up 2.36% of Park Square Financial Group's portfolio in Q1 2026, its #14 holding.
Park Square Financial Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $1M in Q1 2025.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.