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

StrongBox 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	$167K	Buy	+6,175	New	+$178K	0.05%	107
2024 Q3	–	Sell	-11,300	Closed	-$270K	–	90
2024 Q2	$270K	Hold	11,300	–	–	0.13%	75
2024 Q1	$268K	Hold	11,300	–	–	0.14%	70
2023 Q4	$254K	Sell	11,300 -4,500	-28%	-$105K	0.15%	70
2023 Q3	$379K	Sell	15,800 -5,400	-25%	-$130K	0.24%	61
2023 Q2	$483K	Sell	21,200 -5,160	-20%	-$119K	0.3%	60
2023 Q1	$619K	Buy	+26,360	New	+$627K	0.42%	54
2022 Q4	–	Sell	-10,255	Closed	-$260K	–	81
2022 Q3	$260K	Sell	10,255 -34,500	-77%	-$913K	0.19%	68
2022 Q2	$1.2M	Buy	44,755 +7,040	+19%	+$204K	0.77%	43
2022 Q1	$1.07M	Buy	+37,715	New	+$990K	0.61%	52

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

StrongBox Wealth's FTGC Position: Q2 2026 in Review

StrongBox Wealth opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2026: 6,175 shares worth $167K. The stake represents 0.05% of the portfolio and ranks #107 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in FTGC as recently as Q2 2024.

StrongBox Wealth first reported a position in FTGC in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

StrongBox Wealth held 6,175 shares of First Trust Global Tactical Commodity Strategy Fund worth $167K as of Q2 2026.
First Trust Global Tactical Commodity Strategy Fund was a new StrongBox Wealth position in Q2 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.05% of StrongBox Wealth's portfolio in Q2 2026, its #107 holding.
StrongBox Wealth first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and has held it in 10 quarters since.
StrongBox Wealth's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.2M in Q2 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

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