WhitTier Trust Company’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

WhitTier Trust Company’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
2025 Q4	–	Sell	-172	Closed	-$4.46K	–	1288
2025 Q3	$4.46K	Hold	172	–	–	﹤0.01%	1088
2025 Q2	$4.24K	Hold	172	–	–	﹤0.01%	1227
2025 Q1	$4.39K	Sell	172 -428	-71%	-$10.7K	﹤0.01%	1195
2024 Q4	$14.4K	Hold	600	–	–	﹤0.01%	1005
2024 Q3	$14.2K	Buy	600 +428	+249%	+$9.93K	﹤0.01%	997
2024 Q2	$4.11K	Buy	+172	New	+$4.17K	﹤0.01%	1094
2024 Q1	–	Sell	-329	Closed	-$7.38K	–	1231
2023 Q4	$7.38K	Buy	+329	New	+$7.67K	﹤0.01%	979
2023 Q2	–	Sell	-1,046	Closed	-$24.6K	–	1180
2023 Q1	$24.6K	Buy	+1,046	New	+$24.9K	﹤0.01%	807

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

WhitTier Trust Company's FTGC Position: Q4 2025 in Review

WhitTier Trust Company sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 172 shares — an estimated $4.46K sold.

WhitTier Trust Company first reported a position in FTGC in Q1 2023 and held it in 8 quarters. The position peaked at $24.6K in Q1 2023. 237 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

WhitTier Trust Company reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
WhitTier Trust Company sold 172 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $4.46K.
WhitTier Trust Company first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and held it in 8 quarters.
WhitTier Trust Company's First Trust Global Tactical Commodity Strategy Fund position peaked at $24.6K in Q1 2023.
237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.