Wealth Effects’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wealth Effects’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	$202K	Buy	7,460 +3	+0%	+$86	0.05%	239
2026 Q1	$214K	Buy	+7,457	New	+$193K	0.08%	208
2022 Q4	–	Sell	-17,870	Closed	-$453K	–	197
2022 Q3	$453K	Sell	17,870 -950	-5%	-$25.1K	0.28%	85
2022 Q2	$504K	Buy	18,820 +2,000	+12%	+$58K	0.3%	78
2022 Q1	$478K	Sell	16,820 -700	-4%	-$18.4K	0.22%	93
2021 Q4	$404K	Buy	+17,520	New	+$431K	0.17%	119

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

Wealth Effects's FTGC Position: Q2 2026 in Review

Wealth Effects increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.04% in Q2 2026, buying an estimated $86 and bringing the position to 7,460 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #239.

Wealth Effects first reported a position in FTGC in Q4 2021 and has held it in 6 quarters since. The position peaked at $504K in Q2 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Wealth Effects held 7,460 shares of First Trust Global Tactical Commodity Strategy Fund worth $202K as of Q2 2026.
Wealth Effects bought 3 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $86.
First Trust Global Tactical Commodity Strategy Fund made up 0.05% of Wealth Effects's portfolio in Q2 2026, its #239 holding.
Wealth Effects first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 6 quarters since.
Wealth Effects's First Trust Global Tactical Commodity Strategy Fund position peaked at $504K in Q2 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.