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

WMG 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
2025
Q4 		– Sell
-19,847
Closed -$514K – 136
2025
Q3 		$514K Sell
19,847
-1,218
-6% -$30.9K 0.17% 88
2025
Q2 		$520K Hold
21,065
– – 0.19% 75
2025
Q1 		$538K Sell
21,065
-182
-0.9% -$4.56K 0.23% 69
2024
Q4 		$508K Sell
21,247
-1,045
-5% -$24.7K 0.22% 71
2024
Q3 		$528K Sell
22,292
-181
-0.8% -$4.2K 0.24% 62
2024
Q2 		$537K Sell
22,473
-258
-1% -$6.25K 0.28% 55
2024
Q1 		$539K Sell
22,731
-248
-1% -$5.71K 0.31% 57
2023
Q4 		$516K Buy
22,979
+261
+1% +$6.08K 0.34% 58
2023
Q3 		$545K Buy
22,718
+200
+0.9% +$4.83K 0.46% 48
2023
Q2 		$513K Sell
22,518
-450
-2% -$10.3K 0.38% 58
2023
Q1 		$540K Buy
22,968
+64
+0.3% +$1.52K 0.45% 53
2022
Q4 		$561K Buy
22,904
+55
+0.2% +$1.44K 0.48% 57
2022
Q3 		$583K Sell
22,849
-2,612
-10% -$69.1K 0.52% 53
2022
Q2 		$677K Sell
25,461
-2,496
-9% -$72.4K 0.59% 48
2022
Q1 		$788K Buy
27,957
+3,038
+12% +$79.7K 0.58% 40
2021
Q4 		$565K Buy
+24,919
New +$613K 0.44% 58

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 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
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

WMG Financial Advisors's FTGC Position: Q4 2025 in Review

WMG Financial Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2025, closing a stake of 19,847 shares — an estimated $514K sold.

WMG Financial Advisors first reported a position in FTGC in Q4 2021 and held it in 16 quarters. The position peaked at $788K in Q1 2022. 237 funds tracked by Wall St. Rank hold FTGC as of Q4 2025.

  • WMG Financial Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 19,847 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2025, an estimated $514K.
  • WMG Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and held it in 16 quarters.
  • WMG Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $788K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.