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Private Client Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Private Client Services’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
2025
Q2 		– Sell
-9,028
Closed -$230K – 212
2025
Q1 		$230K Sell
9,028
-507
-5% -$12.7K 0.11% 167
2024
Q4 		$228K Buy
9,535
+587
+7% +$13.9K 0.12% 168
2024
Q3 		$212K Buy
+8,948
New +$208K 0.11% 162

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Client Services's FTGC Position: Q2 2025 in Review

Private Client Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 9,028 shares — an estimated $230K sold.

Private Client Services first reported a position in FTGC in Q3 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

  • Private Client Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Private Client Services sold 9,028 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $230K.
  • Private Client Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2024 and held it in 3 quarters.
  • Private Client Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $230K in Q1 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Private Client Services's 13F filing for Q2 2025, filed 1 Jul 2025.