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

Summit Financial’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
Q1 		$9.19M Buy
320,149
+218,086
+214% +$5.64M 0.12% 172
2025
Q4 		$2.37M Sell
102,063
-117,539
-54% -$3.05M 0.03% 448
2025
Q3 		$5.69M Buy
+219,602
New +$5.57M 0.09% 228

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.7B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Summit Financial's FTGC Position: Q1 2026 in Review

Summit Financial increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 214% in Q1 2026, buying an estimated $5.64M and bringing the position to 320,149 shares worth $9.19M. The position accounts for 0.12% of the portfolio, ranked #172.

Summit Financial first reported a position in FTGC in Q3 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

  • Summit Financial held 320,149 shares of First Trust Global Tactical Commodity Strategy Fund worth $9.19M as of Q1 2026.
  • Summit Financial bought 218,086 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2026, an estimated $5.64M.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.12% of Summit Financial's portfolio in Q1 2026, its #172 holding.
  • Summit Financial first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.