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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
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
OCBCO
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
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return