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

PCG Wealth 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	$1.55M	Sell	57,222 -2,925	-5%	-$84.1K	0.35%	79
2026 Q1	$1.73M	Sell	60,147 -5,122	-8%	-$132K	0.44%	68
2025 Q4	$1.52M	Sell	65,269 -36,623	-36%	-$952K	0.43%	67
2025 Q3	$2.64M	Sell	101,892 -19,139	-16%	-$485K	0.77%	44
2025 Q2	$2.99M	Sell	121,031 -12,878	-10%	-$317K	1.53%	21
2025 Q1	$3.42M	Sell	133,909 -3,250	-2%	-$81.5K	1.19%	24
2024 Q4	$3.28M	Sell	137,159 -32,170	-19%	-$762K	1.21%	29
2024 Q3	$4.01M	Sell	169,329 -9,617	-5%	-$223K	1.55%	17
2024 Q2	$4.28M	Buy	178,946 +3,957	+2%	+$95.8K	1.86%	11
2024 Q1	$4.15M	Sell	174,989 -115,777	-40%	-$2.67M	1.97%	13
2023 Q4	$6.52M	Sell	290,766 -90,256	-24%	-$2.1M	3.64%	5
2023 Q3	$9.14M	Buy	381,022 +19,668	+5%	+$475K	6%	2
2023 Q2	$8.23M	Sell	361,354 -84,233	-19%	-$1.94M	5.11%	3
2023 Q1	$10.5M	Sell	445,587 -70,870	-14%	-$1.68M	6.61%	3
2022 Q4	$12.6M	Sell	516,457 -725,356	-58%	-$18.9M	8.01%	2
2022 Q3	$31.5M	Buy	1,241,813 +617,379	+99%	+$16.3M	11.22%	1
2022 Q2	$16.7M	Buy	624,434 +35,640	+6%	+$1.03M	11.93%	2
2022 Q1	$16.7M	Buy	588,794 +133,672	+29%	+$3.51M	10.64%	2
2021 Q4	$10.5M	Buy	+455,122	New	+$11.2M	7.29%	4

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

PCG Wealth Advisors's FTGC Position: Q2 2026 in Review

PCG Wealth Advisors reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 4.9% in Q2 2026, selling an estimated $84.1K and leaving 57,222 shares worth $1.55M. The position accounts for 0.35% of the portfolio, ranked #79.

PCG Wealth Advisors first reported a position in FTGC in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.5M in Q3 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

PCG Wealth Advisors held 57,222 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.55M as of Q2 2026.
PCG Wealth Advisors sold 2,925 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $84.1K.
First Trust Global Tactical Commodity Strategy Fund made up 0.35% of PCG Wealth Advisors's portfolio in Q2 2026, its #79 holding.
PCG Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $31.5M in Q3 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.