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

Simplicity Wealth’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	$936K	Buy	34,589 +11,843	+52%	+$341K	0.03%	442
2026 Q1	$653K	Buy	22,746 +8,815	+63%	+$228K	0.04%	391
2025 Q4	$324K	Buy	13,931 +4,835	+53%	+$126K	0.02%	533
2025 Q3	$236K	Sell	9,096 -19,404	-68%	-$492K	0.01%	635
2025 Q2	$703K	Buy	28,500 +16,432	+136%	+$404K	0.03%	392
2025 Q1	$308K	Buy	+12,068	New	+$303K	0.02%	421
2024 Q3	–	Sell	-9,505	Closed	-$227K	–	753
2024 Q2	$227K	Sell	9,505 -4,339	-31%	-$105K	0.01%	1058
2024 Q1	$328K	Buy	+13,844	New	+$319K	0.01%	886

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

Simplicity Wealth's FTGC Position: Q2 2026 in Review

Simplicity Wealth increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 52% in Q2 2026, buying an estimated $341K and bringing the position to 34,589 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #442.

Simplicity Wealth first reported a position in FTGC in Q1 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Simplicity Wealth held 34,589 shares of First Trust Global Tactical Commodity Strategy Fund worth $936K as of Q2 2026.
Simplicity Wealth bought 11,843 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $341K.
First Trust Global Tactical Commodity Strategy Fund made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #442 holding.
Simplicity Wealth first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2024 and has held it in 8 quarters since.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.