PlanVest Financial’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

PlanVest 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 Q2	$38.2K	Hold	1,412	–	–	0.03%	257
2026 Q1	$40.5K	Buy	+1,412	New	+$36.5K	0.03%	232

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

PlanVest Financial's FTGC Position: Q2 2026 in Review

PlanVest Financial held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2026 at 1,412 shares worth $38.2K. The position accounts for 0.03% of the portfolio, ranked #257.

PlanVest Financial first reported a position in FTGC in Q1 2026 and has held it in 2 quarters since. The position peaked at $40.5K in Q1 2026. 266 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

PlanVest Financial held 1,412 shares of First Trust Global Tactical Commodity Strategy Fund worth $38.2K as of Q2 2026.
PlanVest Financial left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #257 holding.
PlanVest Financial first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's First Trust Global Tactical Commodity Strategy Fund position peaked at $40.5K in Q1 2026.
266 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.