AWS
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Atria Wealth Solutions’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.2M Sell
48,838
-55,934
-53% -$1.38M 0.03% 576
2025
Q1 		$2.67M Sell
104,772
-37,636
-26% -$944K 0.03% 529
2024
Q4 		$3.41M Sell
142,408
-5,934
-4% -$140K 0.04% 466
2024
Q3 		$3.51M Sell
148,342
-43,505
-23% -$1.01M 0.04% 439
2024
Q2 		$4.59M Sell
191,847
-14,214
-7% -$344K 0.05% 358
2024
Q1 		$4.89M Sell
206,061
-58,855
-22% -$1.36M 0.06% 347
2023
Q4 		$5.94M Sell
264,916
-176,565
-40% -$4.12M 0.07% 264
2023
Q3 		$10.6M Sell
441,481
-39,782
-8% -$961K 0.15% 148
2023
Q2 		$11M Sell
481,263
-227,717
-32% -$5.23M 0.15% 143
2023
Q1 		$16.7M Sell
708,980
-82,235
-10% -$1.95M 0.25% 89
2022
Q4 		$19.4M Sell
791,215
-60,578
-7% -$1.58M 0.31% 72
2022
Q3 		$21.6M Sell
851,793
-108,348
-11% -$2.87M 0.37% 51
2022
Q2 		$25.7M Buy
960,141
+204,442
+27% +$5.93M 0.52% 40
2022
Q1 		$21.5M Buy
+755,699
New +$19.8M 0.36% 50

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $1.9B AUM 24.89% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return