BRWA
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B. Riley Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$344K Sell
14,389
-3,962
-22% -$93.8K 0.01% 820
2024
Q3 		$440K Sell
18,351
-115,765
-86% -$2.69M 0.01% 786
2024
Q2 		$3.21M Sell
134,116
-57,182
-30% -$1.38M 0.08% 230
2024
Q1 		$4.59M Buy
191,298
+11,202
+6% +$258K 0.12% 168
2023
Q4 		$4.04M Sell
180,096
-11,202
-6% -$261K 0.11% 203
2023
Q3 		$4.59M Sell
191,298
-11,017
-5% -$266K 0.12% 168
2023
Q2 		$4.61M Buy
202,315
+104,192
+106% +$2.39M 0.1% 199
2023
Q1 		$2.3M Buy
98,123
+40,427
+70% +$961K 0.06% 309
2022
Q4 		$1.41M Sell
57,696
-4,011
-7% -$105K 0.04% 434
2022
Q3 		$1.56M Sell
61,707
-32,613
-35% -$863K 0.05% 368
2022
Q2 		$2.52M Buy
94,320
+46,912
+99% +$1.36M 0.11% 194
2022
Q1 		$1.35M Buy
47,408
+23,178
+96% +$608K 0.04% 389
2021
Q4 		$559K Buy
24,230
+518
+2% +$12.7K 0.02% 750
2021
Q3 		$572K Buy
23,712
+508
+2% +$12K 0.02% 716
2021
Q2 		$549K Buy
+23,204
New +$528K 0.02% 724

Other funds holding FTGC

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Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return