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

SHP Wealth 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
Q1 		$5.63K Buy
196
+100
+104% +$2.58K ﹤0.01% 1040
2025
Q4 		$2.23K Buy
+96
New +$2.5K ﹤0.01% 1111

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $2.12B AUM 24.61% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 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 $675M AUM 17.92% 1-Year Est. Return

SHP Wealth Management's FTGC Position: Q1 2026 in Review

SHP Wealth Management increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 104% in Q1 2026, buying an estimated $2.58K and bringing the position to 196 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

SHP Wealth Management first reported a position in FTGC in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

  • SHP Wealth Management held 196 shares of First Trust Global Tactical Commodity Strategy Fund worth $5.63K as of Q1 2026.
  • SHP Wealth Management bought 100 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $2.58K.
  • First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1040 holding.
  • SHP Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.