Sowell Financial Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Sowell Financial 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
2026 Q2	$382K	Sell	14,132 -118,871	-89%	-$3.42M	0.01%	768
2026 Q1	$3.82M	Buy	+133,003	New	+$3.44M	0.14%	160
2025 Q4	–	Sell	-15,254	Closed	-$395K	–	1132
2025 Q3	$395K	Buy	15,254 +2,014	+15%	+$51.1K	0.02%	715
2025 Q2	$327K	Buy	13,240 +1,470	+12%	+$36.2K	0.01%	750
2025 Q1	$300K	Buy	11,770 +279	+2%	+$7K	0.01%	765
2024 Q4	$275K	Buy	+11,491	New	+$272K	0.01%	473
2023 Q2	–	Sell	-62,423	Closed	-$1.47M	–	649
2023 Q1	$1.47M	Buy	+62,423	New	+$1.48M	0.11%	220
2022 Q1	–	Sell	-10,121	Closed	-$233K	–	277
2021 Q4	$233K	Buy	+10,121	New	+$249K	0.01%	495
2021 Q2	–	Sell	-1,650	Closed	-$38K	–	1325
2021 Q1	$38K	Buy	+1,650	New	+$34.2K	﹤0.01%	1771
2020 Q2	–	Sell	-340	Closed	-$5K	–	2526
2020 Q1	$5K	Buy	+340	New	+$5.8K	﹤0.01%	1813

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 22.9% 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

Sowell Financial Services's FTGC Position: Q2 2026 in Review

Sowell Financial Services reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 89% in Q2 2026, selling an estimated $3.42M and leaving 14,132 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #768.

Sowell Financial Services first reported a position in FTGC in Q1 2020 and has held it in 10 quarters since. The position peaked at $3.82M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Sowell Financial Services held 14,132 shares of First Trust Global Tactical Commodity Strategy Fund worth $382K as of Q2 2026.
Sowell Financial Services sold 118,871 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $3.42M.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #768 holding.
Sowell Financial Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2020 and has held it in 10 quarters since.
Sowell Financial Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.82M in Q1 2026.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.