Steward Partners Investment Advisory’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Steward Partners Investment Advisory’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	$1.25M	Buy	46,234 +12,105	+35%	+$348K	0.01%	1157
2026 Q1	$980K	Buy	34,129 +2,069	+6%	+$53.5K	0.01%	1172
2025 Q4	$745K	Sell	32,060 -15,013	-32%	-$390K	﹤0.01%	1211
2025 Q3	$1.22M	Sell	47,073 -4,551	-9%	-$115K	0.01%	973
2025 Q2	$1.27M	Buy	51,624 +1,691	+3%	+$41.6K	0.01%	886
2025 Q1	$1.27M	Sell	49,933 -44,642	-47%	-$1.12M	0.01%	816
2024 Q4	$2.26M	Sell	94,575 -15,639	-14%	-$370K	0.02%	598
2024 Q3	$2.61M	Sell	110,214 -21,127	-16%	-$490K	0.02%	539
2024 Q2	$3.14M	Buy	131,341 +4,627	+4%	+$112K	0.03%	463
2024 Q1	$3.01M	Buy	126,714 +12,876	+11%	+$297K	0.03%	452
2023 Q4	$2.55M	Sell	113,838 -33,999	-23%	-$793K	0.03%	440
2023 Q3	$3.55M	Sell	147,837 -68,767	-32%	-$1.66M	0.05%	327
2023 Q2	$4.93M	Sell	216,604 -18,785	-8%	-$432K	0.07%	267
2023 Q1	$5.53M	Sell	235,389 -89,149	-27%	-$2.12M	0.09%	232
2022 Q4	$7.95M	Sell	324,538 -96,111	-23%	-$2.51M	0.14%	176
2022 Q3	$10.7M	Buy	420,649 +100,873	+32%	+$2.67M	0.2%	119
2022 Q2	$8.56M	Buy	319,776 +28,316	+10%	+$821K	0.16%	150
2022 Q1	$8.29M	Buy	291,460 +112,632	+63%	+$2.96M	0.13%	181
2021 Q4	$4.12M	Buy	178,828 +33,099	+23%	+$814K	0.06%	303
2021 Q3	$3.51M	Buy	145,729 +17,795	+14%	+$421K	0.06%	321
2021 Q2	$3.03M	Buy	127,934 +28,847	+29%	+$656K	0.05%	352
2021 Q1	$2.07M	Buy	99,087 +36,709	+59%	+$762K	0.04%	421
2020 Q4	$1.21M	Buy	62,378 +31,124	+100%	+$557K	0.03%	504
2020 Q3	$531K	Buy	31,254 +30,884	+8,347%	+$516K	0.01%	654
2020 Q2	$6K	Hold	370	–	–	﹤0.01%	2210
2020 Q1	$5K	Hold	370	–	–	﹤0.01%	2075
2019 Q4	$7K	Sell	370 -1,325	-78%	-$24.5K	﹤0.01%	2142
2019 Q3	$30K	Sell	1,695 -352	-17%	-$6.43K	﹤0.01%	1579
2019 Q2	$37K	Sell	2,047 -10,142	-83%	-$187K	﹤0.01%	1448
2019 Q1	$228K	Sell	12,189 -2,511	-17%	-$46.9K	0.01%	709
2018 Q4	$263K	Buy	+14,700	New	+$282K	0.01%	632

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

Steward Partners Investment Advisory's FTGC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 35% in Q2 2026, buying an estimated $348K and bringing the position to 46,234 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1157.

Steward Partners Investment Advisory first reported a position in FTGC in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q3 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Steward Partners Investment Advisory held 46,234 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.25M as of Q2 2026.
Steward Partners Investment Advisory bought 12,105 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $348K.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1157 holding.
Steward Partners Investment Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $10.7M in Q3 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.