Tyler-Stone Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Tyler-Stone 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
2025 Q2	$226K	Hold	9,144	–	–	0.04%	312
2025 Q1	$233K	Hold	9,144	–	–	0.04%	296
2024 Q4	$219K	Hold	9,144	–	–	0.04%	299
2024 Q3	$217K	Buy	9,144 +4,572	+100%	+$106K	0.04%	303
2024 Q2	$109K	Hold	4,572	–	–	0.04%	275
2024 Q1	$108K	Hold	4,572	–	–	0.05%	262
2023 Q4	$103K	Sell	4,572 -1,000	-18%	-$23.3K	0.05%	262
2023 Q3	$134K	Hold	5,572	–	–	0.08%	208
2023 Q2	$127K	Buy	+5,572	New	+$128K	0.07%	219
2022 Q4	$154K	Hold	6,272	–	–	0.1%	173
2022 Q3	$159K	Sell	6,272 -7,296	-54%	-$193K	0.12%	158
2022 Q2	$363K	Sell	13,568 -1,350	-9%	-$39.2K	0.24%	89
2022 Q1	$424K	Buy	14,918 +10,346	+226%	+$272K	0.23%	90
2021 Q4	$105K	Buy	+4,572	New	+$112K	0.06%	264

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

FAM

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

CWP

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

CWM

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

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

Tyler-Stone Wealth Management's FTGC Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its First Trust Global Tactical Commodity Strategy Fund (FTGC) position steady in Q2 2025 at 9,144 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #312.

Tyler-Stone Wealth Management first reported a position in FTGC in Q4 2021 and has held it in 14 quarters since. The position peaked at $424K in Q1 2022. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

Tyler-Stone Wealth Management held 9,144 shares of First Trust Global Tactical Commodity Strategy Fund worth $226K as of Q2 2025.
Tyler-Stone Wealth Management left its First Trust Global Tactical Commodity Strategy Fund share count unchanged in Q2 2025.
First Trust Global Tactical Commodity Strategy Fund made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #312 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $424K in Q1 2022.
238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.