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

Wisconsin Wealth 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
2025
Q2 		– Sell
-63,864
Closed -$1.63M – 81
2025
Q1 		$1.63M Buy
63,864
+854
+1% +$21.4K 2.34% 12
2024
Q4 		$1.51M Buy
+63,010
New +$1.49M 2.22% 14

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wisconsin Wealth Advisors's FTGC Position: Q2 2025 in Review

Wisconsin Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2025, closing a stake of 63,864 shares — an estimated $1.63M sold.

Wisconsin Wealth Advisors first reported a position in FTGC in Q4 2024 and held it in 2 quarters. The position peaked at $1.63M in Q1 2025. 238 funds tracked by Wall St. Rank hold FTGC as of Q2 2025.

  • Wisconsin Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2025 after selling out during the quarter.
  • Wisconsin Wealth Advisors sold 63,864 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2025, an estimated $1.63M.
  • Wisconsin Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 2 quarters.
  • Wisconsin Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.63M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2025.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.