Strategic Financial Concepts’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Strategic Financial Concepts’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	–	Sell	-14,987	Closed	-$430K	–	261
2026 Q1	$430K	Buy	+14,987	New	+$387K	0.11%	174
2025 Q4	–	Sell	-58,214	Closed	-$1.51M	–	178
2025 Q3	$1.51M	Buy	+58,214	New	+$1.48M	0.22%	55
2025 Q2	–	Sell	-45,773	Closed	-$1.17M	–	314
2025 Q1	$1.17M	Buy	45,773 +1,773	+4%	+$44.5K	0.22%	101
2024 Q4	$1.05M	Buy	44,000 +35,164	+398%	+$833K	0.2%	112
2024 Q3	$209K	Sell	8,836 -202,346	-96%	-$4.69M	0.07%	229
2024 Q2	$793K	Buy	211,182 +162,773	+336%	+$3.94M	0.46%	57
2024 Q1	$1.15M	Buy	48,409 +6,037	+14%	+$139K	0.28%	84
2023 Q4	$951K	Sell	42,372 -10,921	-20%	-$255K	0.56%	51
2023 Q3	$1.28M	Buy	53,293 +5,537	+12%	+$134K	0.43%	62
2023 Q2	$1.09M	Sell	47,756 -19,126	-29%	-$439K	0.4%	67
2023 Q1	$1.57M	Buy	+66,882	New	+$1.59M	0.63%	42

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

Strategic Financial Concepts's FTGC Position: Q2 2026 in Review

Strategic Financial Concepts sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026, closing a stake of 14,987 shares — an estimated $430K sold.

Strategic Financial Concepts first reported a position in FTGC in Q1 2023 and held it in 11 quarters. The position peaked at $1.57M in Q1 2023. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Strategic Financial Concepts reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 14,987 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $430K.
Strategic Financial Concepts first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and held it in 11 quarters.
Strategic Financial Concepts's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.57M in Q1 2023.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.