Atwood & Palmer’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-1,682,525	Closed	-$41.2M	–	380
2022 Q4	$41.2M	Buy	1,682,525 +5,059	+0.3%	+$132K	3.72%	1
2022 Q3	$42.5M	Sell	1,677,466 -54,215	-3%	-$1.43M	4.21%	1
2022 Q2	$46.3M	Buy	1,731,681 +171	+0%	+$4.96K	4.51%	1
2022 Q1	$49.2M	Sell	1,731,510 -614,895	-26%	-$16.1M	4.25%	1
2021 Q4	$54.1M	Sell	2,346,405 -26,322	-1%	-$647K	4.53%	1
2021 Q3	$57.2M	Buy	2,372,727 +14,034	+0.6%	+$332K	5.11%	1
2021 Q2	$55.8M	Buy	2,358,693 +1,147,793	+95%	+$26.1M	5.01%	1
2021 Q1	$25.4M	Buy	+1,210,900	New	+$25.1M	2.44%	14

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atwood & Palmer's FTGC Position: Q1 2023 in Review

Atwood & Palmer sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 1,682,525 shares — an estimated $41.2M sold.

Atwood & Palmer first reported a position in FTGC in Q1 2021 and held it in 8 quarters. The position peaked at $57.2M in Q3 2021. 291 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

Atwood & Palmer reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 1,682,525 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $41.2M.
Atwood & Palmer first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 8 quarters.
Atwood & Palmer's First Trust Global Tactical Commodity Strategy Fund position peaked at $57.2M in Q3 2021.
291 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.