Synergy Asset Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Synergy Asset Management’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
2025 Q4	–	Sell	-8,458	Closed	-$219K	–	257
2025 Q3	$219K	Buy	+8,458	New	+$214K	0.01%	237

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Synergy Asset Management's FTGC Position: Q4 2025 in Review

Synergy Asset Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 8,458 shares — an estimated $219K sold.

Synergy Asset Management first reported a position in FTGC in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

Synergy Asset Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 8,458 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $219K.
Synergy Asset Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2025 and held it in 1 quarter.
Synergy Asset Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $219K in Q3 2025.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.