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

ACG Wealth’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
2022 Q3	–	Sell	-54,319	Closed	-$1.45M	–	525
2022 Q2	$1.45M	Buy	54,319 +6	+0%	+$174	0.3%	86
2022 Q1	$1.54M	Sell	54,313 -14,354	-21%	-$377K	0.29%	94
2021 Q4	$1.58M	Buy	68,667 +17,856	+35%	+$439K	0.22%	112
2021 Q3	$1.23M	Sell	50,811 -12,907	-20%	-$305K	0.16%	122
2021 Q2	$1.51M	Buy	63,718 +19,869	+45%	+$452K	0.19%	105
2021 Q1	$918K	Buy	43,849 +4,629	+12%	+$96.1K	0.12%	136
2020 Q4	$758K	Hold	39,220	–	–	0.1%	152
2020 Q3	$666K	Buy	+39,220	New	+$655K	0.1%	150

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 $377B AUM 19.32% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return