Private Wealth Asset Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Private Wealth Asset Management’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	$82.3K	Buy	3,041 +451	+17%	+$13K	0.01%	360
2026 Q1	$74.4K	Hold	2,590	–	–	0.01%	363
2025 Q4	$60.2K	Sell	2,590 -340	-12%	-$8.84K	0.01%	397
2025 Q3	$75.9K	Hold	2,930	–	–	0.01%	340
2025 Q2	$72.3K	Buy	2,930 +1,457	+99%	+$35.8K	0.01%	345
2025 Q1	$37.6K	Buy	+1,473	New	+$36.9K	0.01%	422

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

Private Wealth Asset Management's FTGC Position: Q2 2026 in Review

Private Wealth Asset Management increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 17% in Q2 2026, buying an estimated $13K and bringing the position to 3,041 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #360.

Private Wealth Asset Management first reported a position in FTGC in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Private Wealth Asset Management held 3,041 shares of First Trust Global Tactical Commodity Strategy Fund worth $82.3K as of Q2 2026.
Private Wealth Asset Management bought 451 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $13K.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #360 holding.
Private Wealth Asset Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2025 and has held it in 6 quarters since.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.