BTWM
FTGC icon

Baker Tilly Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Baker Tilly Wealth Management’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
Q4 		– Sell
-10,500
Closed -$252K – 475
2023
Q3 		$252K Hold
10,500
– – 0.04% 393
2023
Q2 		$239K Sell
10,500
-662
-6% -$15.2K 0.03% 493
2023
Q1 		$262K Buy
11,162
+162
+1% +$3.85K 0.03% 474
2022
Q4 		$269K Hold
11,000
– – 0.03% 453
2022
Q3 		$279K Sell
11,000
-3,400
-24% -$90K 0.04% 422
2022
Q2 		$385K Buy
+14,400
New +$418K 0.05% 365

Other funds holding FTGC

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return