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 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%	-$9.54K	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

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

VisionPoint Advisory Group's FTGC Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 20% in Q2 2026, selling an estimated $59.1K and leaving 8,108 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #445.

VisionPoint Advisory Group first reported a position in FTGC in Q1 2021 and has held it in 19 quarters since. The position peaked at $9.27M in Q4 2021. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

VisionPoint Advisory Group held 8,108 shares of First Trust Global Tactical Commodity Strategy Fund worth $219K as of Q2 2026.
VisionPoint Advisory Group sold 2,054 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $59.1K.
First Trust Global Tactical Commodity Strategy Fund made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #445 holding.
VisionPoint Advisory Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and has held it in 19 quarters since.
VisionPoint Advisory Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $9.27M in Q4 2021.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.