TWM
FTGC icon

Trueblood Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Trueblood Wealth 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 		$1.29M Buy
44,886
+10,238
+30% +$265K 0.5% 62
2025
Q4 		$805K Sell
34,648
-17,324
-33% -$450K 0.31% 101
2025
Q3 		$1.35M Sell
51,972
-13
-0% -$330 0.53% 64
2025
Q2 		$1.28M Sell
51,985
-867
-2% -$21.3K 0.54% 59
2025
Q1 		$1.35M Sell
52,852
-2,187
-4% -$54.8K 0.63% 48
2024
Q4 		$1.32M Sell
55,039
-211
-0.4% -$5K 0.65% 42
2024
Q3 		$1.31M Buy
55,250
+3,848
+7% +$89.3K 0.66% 41
2024
Q2 		$1.23M Sell
51,402
-2,230
-4% -$54K 0.69% 35
2024
Q1 		$1.27M Hold
53,632
– – 0.73% 35
2023
Q4 		$1.2M Buy
+53,632
New +$1.25M 0.76% 34

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.9B AUM 24.89% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return