Plante Moran Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Plante Moran Financial 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	$293K	Hold	10,831	–	–	0.01%	131
2026 Q1	$311K	Hold	10,831	–	–	0.02%	123
2025 Q4	$252K	Hold	10,831	–	–	0.02%	153
2025 Q3	$281K	Hold	10,831	–	–	0.02%	139
2025 Q2	$267K	Hold	10,831	–	–	0.02%	135
2025 Q1	$276K	Hold	10,831	–	–	0.02%	131
2024 Q4	$259K	Hold	10,831	–	–	0.02%	146
2024 Q3	$257K	Hold	10,831	–	–	0.02%	149
2024 Q2	$259K	Hold	10,831	–	–	0.03%	147
2024 Q1	$257K	Hold	10,831	–	–	0.03%	148
2023 Q4	$243K	Hold	10,831	–	–	0.03%	143
2023 Q3	$260K	Hold	10,831	–	–	0.03%	122
2023 Q2	$247K	Buy	+10,831	New	+$249K	0.03%	130

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 22.9% 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

Plante Moran Financial Advisors's FTGC Position: Q2 2026 in Review

Plante Moran Financial Advisors held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2026 at 10,831 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #131.

Plante Moran Financial Advisors first reported a position in FTGC in Q2 2023 and has held it in 13 quarters since. The position peaked at $311K in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Plante Moran Financial Advisors held 10,831 shares of First Trust Global Tactical Commodity Strategy Fund worth $293K as of Q2 2026.
Plante Moran Financial Advisors left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #131 holding.
Plante Moran Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and has held it in 13 quarters since.
Plante Moran Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $311K in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.