Aft Forsyth & Sober’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Aft Forsyth & Sober’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	-65,000	Closed	-$1.56M	–	75
2024 Q4	$1.56M	Hold	65,000	–	–	0.5%	50
2024 Q3	$1.54M	Hold	65,000	–	–	0.51%	56
2024 Q2	$1.55M	Hold	65,000	–	–	0.53%	55
2024 Q1	$1.54M	Hold	65,000	–	–	0.54%	54
2023 Q4	$1.46M	Hold	65,000	–	–	0.56%	55
2023 Q3	$1.56M	Hold	65,000	–	–	0.66%	42
2023 Q2	$1.48M	Hold	65,000	–	–	0.61%	46
2023 Q1	$1.53M	Hold	65,000	–	–	0.77%	37
2022 Q4	$1.59M	Hold	65,000	–	–	0.72%	37
2022 Q3	$1.65M	Hold	65,000	–	–	0.8%	30
2022 Q2	$1.74M	Buy	65,000 +15,000	+30%	+$435K	0.81%	27
2022 Q1	$1.42M	Hold	50,000	–	–	0.56%	53
2021 Q4	$1.15M	Hold	50,000	–	–	0.4%	68
2021 Q3	$1.21M	Hold	50,000	–	–	0.45%	61
2021 Q2	$1.18M	Buy	+50,000	New	+$1.14M	0.44%	52

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 $1.9B AUM 24.89% 1-Year Est. Return

Aft Forsyth & Sober's FTGC Position: Q1 2025 in Review

Aft Forsyth & Sober sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 65,000 shares — an estimated $1.56M sold.

Aft Forsyth & Sober first reported a position in FTGC in Q2 2021 and held it in 15 quarters. The position peaked at $1.74M in Q2 2022. 262 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

Aft Forsyth & Sober reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 65,000 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $1.56M.
Aft Forsyth & Sober first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 15 quarters.
Aft Forsyth & Sober's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.74M in Q2 2022.
262 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Aft Forsyth & Sober's 13F filing for Q1 2025, filed 12 May 2025.