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

Western 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
2026 Q2	$1.9M	Sell	70,295 -272	-0.4%	-$7.82K	0.06%	311
2026 Q1	$2.03M	Buy	70,567 +1,068	+2%	+$27.6K	0.08%	280
2025 Q4	$1.61M	Buy	69,499 +31,158	+81%	+$810K	0.07%	256
2025 Q3	$993K	Sell	38,341 -1,490	-4%	-$37.8K	0.05%	310
2025 Q2	$983K	Sell	39,831 -1,791	-4%	-$44K	0.06%	284
2025 Q1	$1.06M	Sell	41,622 -5,203	-11%	-$130K	0.07%	240
2024 Q4	$1.12M	Sell	46,825 -4,039	-8%	-$95.6K	0.06%	289
2024 Q3	$1.2M	Sell	50,864 -3,755	-7%	-$87.1K	0.07%	278
2024 Q2	$1.31M	Sell	54,619 -5,340	-9%	-$129K	0.1%	186
2024 Q1	$1.42M	Sell	59,959 -884	-1%	-$20.4K	0.11%	172
2023 Q4	$1.37M	Sell	60,843 -10,145	-14%	-$237K	0.1%	214
2023 Q3	$1.7M	Sell	70,988 -5,984	-8%	-$144K	0.14%	149
2023 Q2	$1.75M	Sell	76,972 -8,810	-10%	-$202K	0.15%	146
2023 Q1	$2.02M	Sell	85,782 -37,423	-30%	-$890K	0.19%	125
2022 Q4	$3.02M	Sell	123,205 -122,513	-50%	-$3.2M	0.31%	74
2022 Q3	$6.23M	Sell	245,718 -137,197	-36%	-$3.63M	0.36%	55
2022 Q2	$10.2M	Sell	382,915 -155,496	-29%	-$4.51M	0.59%	28
2022 Q1	$15.3M	Buy	538,411 +357,588	+198%	+$9.38M	0.74%	21
2021 Q4	$4.18M	Buy	+180,823	New	+$4.45M	0.41%	45
2021 Q2	$2.3M	Buy	97,070 +58,380	+151%	+$1.33M	0.24%	99
2021 Q1	$810K	Buy	+38,690	New	+$803K	0.11%	191

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

Western Wealth Management's FTGC Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 0.39% in Q2 2026, selling an estimated $7.82K and leaving 70,295 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #311.

Western Wealth Management first reported a position in FTGC in Q1 2021 and has held it in 21 quarters since. The position peaked at $15.3M in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q2 2026.

Western Wealth Management held 70,295 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.9M as of Q2 2026.
Western Wealth Management sold 272 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2026, an estimated $7.82K.
First Trust Global Tactical Commodity Strategy Fund made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #311 holding.
Western Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and has held it in 21 quarters since.
Western Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $15.3M in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.