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

Synergy Investment 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 Q2	–	Sell	-2,064	Closed	-$52.7K	–	263
2025 Q1	$52.7K	Hold	2,064	–	–	0.02%	230
2024 Q4	$49.4K	Buy	+2,064	New	+$48.9K	0.02%	243

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synergy Investment Management's FTGC Position: Q2 2025 in Review

Synergy Investment Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 2,064 shares — an estimated $52.7K sold.

Synergy Investment Management first reported a position in FTGC in Q4 2024 and held it in 2 quarters. The position peaked at $52.7K in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Synergy Investment Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
Synergy Investment Management sold 2,064 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $52.7K.
Synergy Investment Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 2 quarters.
Synergy Investment Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $52.7K in Q1 2025.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.