VisionPoint Advisory Group
FTGC icon

VisionPoint Advisory Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

VisionPoint Advisory Group’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 		– Sell
-8,108
Closed -$219K – 484
2026
Q2 		$219K Sell
8,108
-2,054
-20% -$59.1K 0.04% 445
2026
Q1 		$292K Sell
10,162
-560
-5% -$14.5K 0.06% 341
2025
Q4 		$249K Buy
+10,722
New +$279K 0.05% 338
2025
Q1 		– Sell
-7,160
Closed -$173K – 246
2024
Q4 		$173K Buy
7,160
+4,977
+228% +$118K 0.06% 195
2024
Q3 		$51.7K Sell
2,183
-650
-23% -$15.1K 0.02% 235
2024
Q2 		$67.7K Sell
2,833
-394
-12% -$9.5K 0.02% 244
2024
Q1 		$76.5K Sell
3,227
-69,361
-96% -$1.6M 0.03% 230
2023
Q4 		$1.63M Buy
72,588
+9,325
+15% +$217K 0.6% 49
2023
Q3 		$1.52M Sell
63,263
-143
-0.2% -$3.45K 0.65% 44
2023
Q2 		$1.44M Sell
63,406
-26,057
-29% -$599K 0.59% 49
2023
Q1 		$2.01M Sell
89,463
-7,367
-8% -$175K 0.89% 29
2022
Q4 		$2.33M Sell
96,830
-104,692
-52% -$2.73M 0.96% 28
2022
Q3 		$5.11M Buy
201,522
+11,245
+6% +$298K 2.46% 15
2022
Q2 		$5.23M Sell
190,277
-128,471
-40% -$3.73M 2.07% 16
2022
Q1 		$9.11M Sell
318,748
-48,162
-13% -$1.26M 4.22% 4
2021
Q4 		$9.27M Buy
366,910
+43,552
+13% +$1.07M 4.06% 5
2021
Q3 		$8.05M Buy
323,358
+36,849
+13% +$871K 3.59% 9
2021
Q2 		$6.78M Buy
286,509
+127,764
+80% +$2.91M 3.02% 8
2021
Q1 		$3.32M Buy
+158,745
New +$3.29M 1.59% 15

Other funds holding FTGC

Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

VisionPoint Advisory Group's FTGC Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2026, closing a stake of 8,108 shares — an estimated $219K sold.

VisionPoint Advisory Group first reported a position in FTGC in Q1 2021 and held it in 19 quarters. The position peaked at $9.27M in Q4 2021. 46 funds tracked by Wall St. Rank hold FTGC as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8,108 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2026, an estimated $219K.
  • VisionPoint Advisory Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 19 quarters.
  • VisionPoint Advisory Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $9.27M in Q4 2021.
  • 46 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.