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

Smallwood Wealth Investment 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 		$324K Buy
+11,992
New +$345K 0.14% 69

Other funds holding FTGC

CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Smallwood Wealth Investment Management's FTGC Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 11,992 shares worth $324K. The stake represents 0.14% of the portfolio and ranks #69 among its holdings.

112 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Smallwood Wealth Investment Management held 11,992 shares of First Trust Global Tactical Commodity Strategy Fund worth $324K as of Q2 2026.
  • First Trust Global Tactical Commodity Strategy Fund was a new Smallwood Wealth Investment Management position in Q2 2026.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.14% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #69 holding.
  • 112 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.