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

Total 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
2026 Q1	$205K	Buy	+7,130	New	+$184K	0.02%	85
2025 Q4	–	Sell	-8,288	Closed	-$215K	–	90
2025 Q3	$215K	Buy	8,288 +11	+0.1%	+$279	0.03%	72
2025 Q2	$204K	Sell	8,277 -2,089,239	-100%	-$51.4M	0.03%	73
2025 Q1	$53.5M	Buy	2,097,516 +133,986	+7%	+$3.36M	7%	9
2024 Q4	$47M	Buy	1,963,530 +66,282	+3%	+$1.57M	6.59%	9
2024 Q3	$44.9M	Buy	1,897,248 +63,015	+3%	+$1.46M	5.04%	12
2024 Q2	$43.9M	Buy	+1,834,233	New	+$44.4M	5.77%	11

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

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

CCA

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

Total Investment Management's FTGC Position: Q1 2026 in Review

Total Investment Management opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2026: 7,130 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings. This is a return to the name: Total Investment Management previously reported a position in FTGC as recently as Q3 2025.

Total Investment Management first reported a position in FTGC in Q2 2024 and has held it in 7 quarters since. The position peaked at $53.5M in Q1 2025. 280 funds tracked by Wall St. Rank hold FTGC as of Q1 2026.

Total Investment Management held 7,130 shares of First Trust Global Tactical Commodity Strategy Fund worth $205K as of Q1 2026.
First Trust Global Tactical Commodity Strategy Fund was a new Total Investment Management position in Q1 2026.
First Trust Global Tactical Commodity Strategy Fund made up 0.02% of Total Investment Management's portfolio in Q1 2026, its #85 holding.
Total Investment Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2024 and has held it in 7 quarters since.
Total Investment Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $53.5M in Q1 2025.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2026.

Based on Total Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.