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Advisor OS’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Advisor OS’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
2023
Q3 		– Sell
-90,858
Closed -$2.07M – 299
2023
Q2 		$2.07M Buy
+90,858
New +$2.09M 0.34% 56

Other funds holding FTGC

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Advisor OS's FTGC Position: Q3 2023 in Review

Advisor OS sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2023, closing a stake of 90,858 shares — an estimated $2.07M sold.

Advisor OS first reported a position in FTGC in Q2 2023 and held it in 1 quarter. The position peaked at $2.07M in Q2 2023. 273 funds tracked by Wall St. Rank hold FTGC as of Q3 2023.

  • Advisor OS reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
  • Advisor OS sold 90,858 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2023, an estimated $2.07M.
  • Advisor OS first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and held it in 1 quarter.
  • Advisor OS's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.07M in Q2 2023.
  • 273 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.