WGCA
FTGC icon

Wolf Group Capital Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wolf Group Capital 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
Q1 		$10.1M Buy
396,177
+136,747
+53% +$3.43M 3.4% 4
2024
Q4 		$5.91M Hold
259,430
– – 2.86% 8
2024
Q3 		$5.91M Sell
259,430
-106,343
-29% -$2.47M 2.81% 8
2024
Q2 		$8.75M Buy
365,773
+106,343
+41% +$2.58M 3.44% 5
2024
Q1 		$5.91M Hold
259,430
– – 2.81% 8
2023
Q4 		$5.91M Sell
259,430
-7,935
-3% -$185K 2.8% 8
2023
Q3 		$6.42M Buy
267,365
+3,605
+1% +$87K 3.04% 7
2023
Q2 		$5.84M Buy
263,760
+40,661
+18% +$934K 2.91% 7
2023
Q1 		$5.24M Buy
223,099
+2,877
+1% +$68.4K 2.6% 7
2022
Q4 		$5.39M Buy
220,222
+211,114
+2,318% +$5.51M 2.54% 7
2022
Q3 		$231K Buy
+9,108
New +$241K 0.13% 100

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

Wolf Group Capital Advisors's FTGC Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 53% in Q1 2025, buying an estimated $3.43M and bringing the position to 396,177 shares worth $10.1M. The position accounts for 3.4% of the portfolio, ranked #4.

Wolf Group Capital Advisors first reported a position in FTGC in Q3 2022 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Wolf Group Capital Advisors held 396,177 shares of First Trust Global Tactical Commodity Strategy Fund worth $10.1M as of Q1 2025.
  • Wolf Group Capital Advisors bought 136,747 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $3.43M.
  • First Trust Global Tactical Commodity Strategy Fund made up 3.4% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #4 holding.
  • Wolf Group Capital Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2022 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.