Principal Securities’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Principal Securities’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	$1.88M	Sell	69,591 -1,982	-3%	-$57K	0.02%	577
2026 Q1	$2.05M	Buy	71,573 +1,965	+3%	+$50.8K	0.03%	483
2025 Q4	$1.62M	Sell	69,608 -1,003	-1%	-$26.1K	0.02%	542
2025 Q3	$1.83M	Sell	70,611 -7,287	-9%	-$185K	0.03%	480
2025 Q2	$1.92M	Sell	77,898 -1,303	-2%	-$32K	0.04%	428
2025 Q1	$1.9M	Hold	79,201	–	–	0.04%	376
2024 Q4	$1.9M	Buy	79,201 +1,739	+2%	+$41.2K	0.04%	374
2024 Q3	$1.84M	Sell	77,462 -3,628	-4%	-$84.2K	0.04%	373
2024 Q2	$1.94M	Sell	81,090 -2,277	-3%	-$55.1K	0.05%	308
2024 Q1	$1.98M	Sell	83,367 -13,842	-14%	-$319K	0.06%	275
2023 Q4	$2.18M	Buy	+97,209	New	+$2.27M	0.08%	235

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

Principal Securities's FTGC Position: Q2 2026 in Review

Principal Securities reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 2.8% in Q2 2026, selling an estimated $57K and leaving 69,591 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #577.

Principal Securities first reported a position in FTGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2023. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Principal Securities held 69,591 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.88M as of Q2 2026.
Principal Securities sold 1,982 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $57K.
First Trust Global Tactical Commodity Strategy Fund made up 0.02% of Principal Securities's portfolio in Q2 2026, its #577 holding.
Principal Securities first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and has held it in 11 quarters since.
Principal Securities's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.18M in Q4 2023.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.