Bennett Associates Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Sell
84,299
-7,438
-8% -$183K 1.6% 15
2025
Q1
$2.34M Sell
91,737
-5,360
-6% -$137K 1.93% 15
2024
Q4
$2.32M Sell
97,097
-220
-0.2% -$5.27K 1.93% 15
2024
Q3
$2.31M Buy
97,317
+9,307
+11% +$220K 1.89% 16
2024
Q2
$2.1M Sell
88,010
-4,807
-5% -$115K 1.9% 16
2024
Q1
$2.2M Buy
92,817
+14,471
+18% +$343K 1.99% 16
2023
Q4
$1.76M Buy
+78,346
New +$1.76M 1.72% 15