Authentikos Wealth Advisory’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Authentikos Wealth Advisory’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
2024 Q2	–	Sell	-22,000	Closed	-$522K	–	51
2024 Q1	$522K	Sell	22,000 -1,544	-7%	-$35.6K	0.52%	39
2023 Q4	$528K	Sell	23,544 -32,250	-58%	-$752K	0.56%	39
2023 Q3	$1.34M	Sell	55,794 -5,243	-9%	-$127K	1.29%	16
2023 Q2	$1.39M	Sell	61,037 -2,079	-3%	-$47.8K	1.31%	21
2023 Q1	$1.55M	Buy	+63,116	New	+$1.5M	1.56%	14

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Authentikos Wealth Advisory's FTGC Position: Q2 2024 in Review

Authentikos Wealth Advisory sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2024, closing a stake of 22,000 shares — an estimated $522K sold.

Authentikos Wealth Advisory first reported a position in FTGC in Q1 2023 and held it in 5 quarters. The position peaked at $1.55M in Q1 2023. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

Authentikos Wealth Advisory reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2024 after selling out during the quarter.
Authentikos Wealth Advisory sold 22,000 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $522K.
Authentikos Wealth Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and held it in 5 quarters.
Authentikos Wealth Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.55M in Q1 2023.
260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2024, filed 25 Jul 2024.