AIFG Consultants’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

AIFG Consultants’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	-27,348	Closed	-$623K	–	37
2023 Q2	$623K	Sell	27,348 -13,770	-33%	-$316K	0.5%	22
2023 Q1	$966K	Sell	41,118 -204,661	-83%	-$4.86M	0.82%	17
2022 Q4	$6.02M	Buy	+245,779	New	+$6.42M	5.86%	7

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

AIFG Consultants's FTGC Position: Q3 2023 in Review

AIFG Consultants sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2023, closing a stake of 27,348 shares — an estimated $623K sold.

AIFG Consultants first reported a position in FTGC in Q4 2022 and held it in 3 quarters. The position peaked at $6.02M in Q4 2022. 273 funds tracked by Wall St. Rank hold FTGC as of Q3 2023.

AIFG Consultants reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
AIFG Consultants sold 27,348 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2023, an estimated $623K.
AIFG Consultants first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and held it in 3 quarters.
AIFG Consultants's First Trust Global Tactical Commodity Strategy Fund position peaked at $6.02M in Q4 2022.
273 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2023.

Based on AIFG Consultants's 13F filing for Q3 2023, filed 8 Nov 2023.