TrueWealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

TrueWealth Advisors’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 Q3	$1.5M	Buy	49,142 +5,584	+13%	+$166K	0.34%	51
2026 Q2	$1.18M	Buy	43,558 +6,036	+16%	+$174K	0.27%	71
2026 Q1	$1.08M	Buy	37,522 +22,340	+147%	+$577K	0.27%	69
2025 Q4	$353K	Buy	+15,182	New	+$395K	0.09%	176
2023 Q4	–	Sell	-8,862	Closed	-$213K	–	203
2023 Q3	$213K	Sell	8,862 -8,875	-50%	-$214K	0.09%	183
2023 Q2	$404K	Sell	17,737 -23,995	-57%	-$551K	0.17%	98
2023 Q1	$980K	Sell	41,732 -93,600	-69%	-$2.22M	0.41%	52
2022 Q4	$3.31M	Sell	135,332 -90,430	-40%	-$2.36M	1.45%	18
2022 Q3	$5.72M	Buy	225,762 +23,074	+11%	+$610K	2.71%	11
2022 Q2	$5.42M	Buy	202,688 +158,333	+357%	+$4.59M	2.52%	10
2022 Q1	$1.02M	Hold	44,355	–	–	0.46%	50
2021 Q4	$1.02M	Buy	44,355 +28,958	+188%	+$712K	0.46%	50
2021 Q3	$371K	Buy	15,397 +98	+0.6%	+$2.32K	0.21%	88
2021 Q2	$362K	Buy	+15,299	New	+$348K	0.21%	83

Other funds holding FTGC

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $4.27B AUM 37.42% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

TrueWealth Advisors's FTGC Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 13% in Q3 2026, buying an estimated $166K and bringing the position to 49,142 shares worth $1.5M. The position accounts for 0.34% of the portfolio, ranked #51.

TrueWealth Advisors first reported a position in FTGC in Q2 2021 and has held it in 14 quarters since. The position peaked at $5.72M in Q3 2022. 273 funds tracked by Wall St. Rank hold FTGC as of Q3 2026.

TrueWealth Advisors held 49,142 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.5M as of Q3 2026.
TrueWealth Advisors bought 5,584 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2026, an estimated $166K.
First Trust Global Tactical Commodity Strategy Fund made up 0.34% of TrueWealth Advisors's portfolio in Q3 2026, its #51 holding.
TrueWealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and has held it in 14 quarters since.
TrueWealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $5.72M in Q3 2022.
273 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.