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Acorn Financial Advisory Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Acorn Financial Advisory Services’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 		– Sell
-9,583
Closed -$229K – 198
2024
Q4 		$229K Sell
9,583
-1,549
-14% -$36.7K 0.04% 186
2024
Q3 		$264K Buy
11,132
+1,000
+10% +$23.2K 0.05% 171
2024
Q2 		$242K Sell
10,132
-9,132
-47% -$221K 0.05% 179
2024
Q1 		$457K Sell
19,264
-12,422
-39% -$286K 0.09% 114
2023
Q4 		$711K Sell
31,686
-16,008
-34% -$373K 0.12% 108
2023
Q3 		$1.14M Sell
47,694
-34,460
-42% -$832K 0.2% 71
2023
Q2 		$1.87M Sell
82,154
-57,850
-41% -$1.33M 0.33% 44
2023
Q1 		$3.29M Sell
140,004
-10,209
-7% -$243K 0.64% 18
2022
Q4 		$3.68M Buy
150,213
+1,851
+1% +$48.3K 0.78% 15
2022
Q3 		$3.76M Sell
148,362
-2,054
-1% -$54.3K 0.9% 14
2022
Q2 		$4.03M Buy
150,416
+54,319
+57% +$1.58M 0.96% 14
2022
Q1 		$2.73M Buy
96,097
+74,653
+348% +$1.96M 0.55% 23
2021
Q4 		$494K Buy
21,444
+2,035
+10% +$50K 0.1% 135
2021
Q3 		$469K Buy
19,409
+971
+5% +$23K 0.15% 136
2021
Q2 		$437K Buy
+18,438
New +$419K 0.13% 155

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 $445B AUM 25.58% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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

Acorn Financial Advisory Services's FTGC Position: Q1 2025 in Review

Acorn Financial Advisory Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 9,583 shares — an estimated $229K sold.

Acorn Financial Advisory Services first reported a position in FTGC in Q2 2021 and held it in 15 quarters. The position peaked at $4.03M in Q2 2022. 262 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Acorn Financial Advisory Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 9,583 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $229K.
  • Acorn Financial Advisory Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 15 quarters.
  • Acorn Financial Advisory Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $4.03M in Q2 2022.
  • 262 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.