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Petix & Botte Financial’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Petix & Botte Financial’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 		$9.5M Sell
165,503
-191,721
-54% -$4.96M 2.12% 18
2025
Q4 		$8.3M Sell
357,224
-60,818
-15% -$1.58M 1.88% 21
2025
Q3 		$10.8M Sell
418,042
-28,703
-6% -$728K 2.5% 14
2025
Q2 		$11M Sell
446,745
-36,927
-8% -$908K 2.7% 13
2025
Q1 		$12.3M Sell
483,672
-73,282
-13% -$1.84M 3.25% 9
2024
Q4 		$13.3M Sell
556,954
-173,707
-24% -$4.11M 3.51% 9
2024
Q3 		$17.3M Buy
730,661
+26,968
+4% +$626K 4.61% 8
2024
Q2 		$16.8M Buy
703,693
+344,206
+96% +$8.34M 4.77% 8
2024
Q1 		$8.53M Sell
359,487
-369,730
-51% -$8.52M 2.12% 16
2023
Q4 		$16.4M Buy
729,217
+4,559
+0.6% +$106K 4.82% 8
2023
Q3 		$17.4M Sell
724,658
-14,752
-2% -$356K 5.48% 5
2023
Q2 		$16.8M Buy
739,410
+384,898
+109% +$8.84M 5.23% 7
2023
Q1 		$8.33M Buy
+354,512
New +$8.43M 5.61% 6
2022
Q3 		$8.73M Buy
344,501
+322
+0.1% +$8.52K 6.64% 5
2022
Q2 		$9.21M Sell
344,179
-357,410
-51% -$10.4M 6.78% 5
2022
Q1 		$19.9M Buy
701,589
+369,032
+111% +$9.68M 6.15% 5
2021
Q4 		$7.67M Sell
332,557
-264,907
-44% -$6.51M 4.88% 7
2021
Q3 		$14.4M Buy
597,464
+338,341
+131% +$8M 4.88% 7
2021
Q2 		$6.13M Buy
259,123
+240,116
+1,263% +$5.46M 4.27% 9
2021
Q1 		$398K Buy
+19,007
New +$394K 0.29% 61

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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
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

Petix & Botte Financial's FTGC Position: Q1 2026 in Review

Petix & Botte Financial reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 54% in Q1 2026, selling an estimated $4.96M and leaving 165,503 shares worth $9.5M. The position accounts for 2.12% of the portfolio, ranked #18.

Petix & Botte Financial first reported a position in FTGC in Q1 2021 and has held it in 20 quarters since. The position peaked at $19.9M in Q1 2022. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

  • Petix & Botte Financial held 165,503 shares of First Trust Global Tactical Commodity Strategy Fund worth $9.5M as of Q1 2026.
  • Petix & Botte Financial sold 191,721 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $4.96M.
  • First Trust Global Tactical Commodity Strategy Fund made up 2.12% of Petix & Botte Financial's portfolio in Q1 2026, its #18 holding.
  • Petix & Botte Financial first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and has held it in 20 quarters since.
  • Petix & Botte Financial's First Trust Global Tactical Commodity Strategy Fund position peaked at $19.9M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.