TD Capital Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

TD Capital 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	-226	Closed	-$5.77K	–	734
2025 Q1	$5.77K	Buy	226 +1	+0.4%	+$25	﹤0.01%	368
2024 Q4	$5.38K	Buy	225 +2	+0.9%	+$47	﹤0.01%	344
2024 Q3	$5.28K	Buy	223 +4	+2%	+$93	﹤0.01%	332
2024 Q2	$5.25K	Hold	219	–	–	﹤0.01%	311
2024 Q1	$5.21K	Buy	219 +1	+0.5%	+$23	﹤0.01%	324
2023 Q4	$4.89K	Buy	218 +2	+0.9%	+$47	﹤0.01%	327
2023 Q3	$5.18K	Buy	216 +2	+0.9%	+$48	﹤0.01%	324
2023 Q2	$4.88K	Buy	214 +2	+0.9%	+$46	﹤0.01%	332
2023 Q1	$4.99K	Buy	+212	New	+$5.04K	﹤0.01%	321

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

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

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

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

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

Raymond James Financial

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