tru Independence’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

tru Independence’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	$390K	Sell	14,411 -214	-1%	-$6.16K	0.17%	71
2026 Q1	$420K	Sell	14,625 -1,072	-7%	-$27.7K	0.21%	58
2025 Q4	$365K	Sell	15,697 -4,378	-22%	-$114K	0.09%	99
2025 Q3	$520K	Sell	20,075 -4,154	-17%	-$105K	0.14%	84
2025 Q2	$598K	Sell	24,229 -22,190	-48%	-$546K	0.17%	77
2025 Q1	$1.18M	Sell	46,419 -78,603	-63%	-$1.97M	0.37%	57
2024 Q4	$2.99M	Buy	125,022 +8,195	+7%	+$194K	0.94%	47
2024 Q3	$2.77M	Buy	116,827 +9,743	+9%	+$226K	0.81%	51
2024 Q2	$2.56M	Buy	107,084 +4,280	+4%	+$104K	0.77%	51
2024 Q1	$2.44M	Buy	102,804 +32,861	+47%	+$757K	0.72%	51
2023 Q4	$1.57M	Buy	69,943 +22,087	+46%	+$515K	0.48%	60
2023 Q3	$1.15M	Buy	47,856 +2,553	+6%	+$61.6K	0.4%	63
2023 Q2	$1.03M	Buy	45,303 +785	+2%	+$18K	0.34%	66
2023 Q1	$1.05M	Buy	44,518 +4,564	+11%	+$108K	0.34%	65
2022 Q4	$978K	Buy	39,954 +2,291	+6%	+$59.8K	0.32%	65
2022 Q3	$954K	Buy	37,663 +2,072	+6%	+$54.8K	0.34%	65
2022 Q2	$952K	Buy	35,591 +2,006	+6%	+$58.2K	0.31%	67
2022 Q1	$955K	Buy	+33,585	New	+$881K	0.26%	73
2021 Q3	–	Sell	-4,755	Closed	-$112K	–	254
2021 Q2	$112K	Buy	+4,755	New	+$108K	0.03%	120
2021 Q1	–	Sell	-1,055	Closed	-$20	–	455
2020 Q4	$20	Buy	+1,055	New	+$18.9K	﹤0.01%	538

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

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

tru Independence's FTGC Position: Q2 2026 in Review

tru Independence reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 1.5% in Q2 2026, selling an estimated $6.16K and leaving 14,411 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #71.

tru Independence first reported a position in FTGC in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.99M in Q4 2024. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

tru Independence held 14,411 shares of First Trust Global Tactical Commodity Strategy Fund worth $390K as of Q2 2026.
tru Independence sold 214 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $6.16K.
First Trust Global Tactical Commodity Strategy Fund made up 0.17% of tru Independence's portfolio in Q2 2026, its #71 holding.
tru Independence first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2020 and has held it in 20 quarters since.
tru Independence's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.99M in Q4 2024.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.