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 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 $501B 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 $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return