Walkner Condon Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Walkner Condon Financial 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 Q2	$4.77M	Buy	176,312 +8,534	+5%	+$245K	0.55%	41
2026 Q1	$4.82M	Buy	167,778 +25,461	+18%	+$658K	0.63%	37
2025 Q4	$3.31M	Buy	142,317 +36,672	+35%	+$953K	0.46%	51
2025 Q3	$2.74M	Buy	105,645 +21,244	+25%	+$539K	0.43%	54
2025 Q2	$2.08M	Buy	84,401 +10,979	+15%	+$270K	0.38%	61
2025 Q1	$1.87M	Buy	+73,422	New	+$1.84M	0.38%	62
2024 Q3	–	Sell	-13,027	Closed	-$311K	–	271
2024 Q2	$311K	Sell	13,027 -3,171	-20%	-$76.8K	0.07%	194
2024 Q1	$384K	Sell	16,198 -73,930	-82%	-$1.7M	0.08%	184
2023 Q4	$2.02M	Sell	90,128 -99,650	-53%	-$2.32M	0.46%	58
2023 Q3	$4.55M	Sell	189,778 -12,985	-6%	-$314K	1.21%	24
2023 Q2	$4.62M	Sell	202,763 -9,617	-5%	-$221K	1.22%	23
2023 Q1	$4.99M	Buy	212,380 +23,524	+12%	+$559K	1.4%	19
2022 Q4	$4.63M	Buy	188,856 +552	+0.3%	+$14.4K	1.38%	20
2022 Q3	$4.77M	Sell	188,304 -3,007	-2%	-$79.6K	1.54%	18
2022 Q2	$5.12M	Buy	191,311 +33,121	+21%	+$961K	1.6%	15
2022 Q1	$4.5M	Buy	+158,190	New	+$4.15M	1.28%	21
2021 Q4	–	Sell	-153,047	Closed	-$3.68M	–	144
2021 Q3	$3.68M	Buy	153,047 +12,159	+9%	+$287K	1.81%	16
2021 Q2	$3.32M	Buy	140,888 +68,008	+93%	+$1.55M	1.22%	22
2021 Q1	$1.53M	Buy	+72,880	New	+$1.51M	0.59%	45
2020 Q2	–	Sell	-12,584	Closed	-$180K	–	62
2020 Q1	$180K	Buy	12,584 +61	+0.5%	+$1.04K	0.19%	52
2019 Q4	$237K	Buy	+12,523	New	+$232K	0.23%	62

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

Walkner Condon Financial Advisors's FTGC Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 5.1% in Q2 2026, buying an estimated $245K and bringing the position to 176,312 shares worth $4.77M. The position accounts for 0.55% of the portfolio, ranked #41.

Walkner Condon Financial Advisors first reported a position in FTGC in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.12M in Q2 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Walkner Condon Financial Advisors held 176,312 shares of First Trust Global Tactical Commodity Strategy Fund worth $4.77M as of Q2 2026.
Walkner Condon Financial Advisors bought 8,534 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $245K.
First Trust Global Tactical Commodity Strategy Fund made up 0.55% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #41 holding.
Walkner Condon Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2019 and has held it in 21 quarters since.
Walkner Condon Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $5.12M in Q2 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.