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

Prevail Innovative 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	$7.01M	Buy	259,032 +81,617	+46%	+$2.35M	1.04%	32
2026 Q1	$5.09M	Buy	+177,415	New	+$4.59M	0.86%	49
2024 Q1	–	Sell	-106,193	Closed	-$2.38M	–	168
2023 Q4	$2.38M	Buy	106,193 +2,565	+2%	+$59.8K	1.14%	31
2023 Q3	$2.49M	Buy	103,628 +19,000	+22%	+$459K	1.29%	25
2023 Q2	$1.93M	Buy	+84,628	New	+$1.94M	1.06%	33

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

Prevail Innovative Wealth Advisors's FTGC Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 46% in Q2 2026, buying an estimated $2.35M and bringing the position to 259,032 shares worth $7.01M. The position accounts for 1.04% of the portfolio, ranked #32.

Prevail Innovative Wealth Advisors first reported a position in FTGC in Q2 2023 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Prevail Innovative Wealth Advisors held 259,032 shares of First Trust Global Tactical Commodity Strategy Fund worth $7.01M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 81,617 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $2.35M.
First Trust Global Tactical Commodity Strategy Fund made up 1.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Prevail Innovative Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.