SF
FTGC icon

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
Q2 		$8.66M Sell
320,040
-109
-0% -$3.13K 0.09% 213
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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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

Summit Financial's FTGC Position: Q2 2026 in Review

Summit Financial reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.03% in Q2 2026, selling an estimated $3.13K and leaving 320,040 shares worth $8.66M. The position accounts for 0.09% of the portfolio, ranked #213.

Summit Financial first reported a position in FTGC in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.19M in Q1 2026. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

  • Summit Financial held 320,040 shares of First Trust Global Tactical Commodity Strategy Fund worth $8.66M as of Q2 2026.
  • Summit Financial sold 109 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $3.13K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.09% of Summit Financial's portfolio in Q2 2026, its #213 holding.
  • Summit Financial first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's First Trust Global Tactical Commodity Strategy Fund position peaked at $9.19M in Q1 2026.
  • 274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.