Cambridge Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Cambridge 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
2023 Q4	–	Sell	-15,421	Closed	-$370K	–	170
2023 Q3	$370K	Sell	15,421 -2,520	-14%	-$60.8K	0.1%	126
2023 Q2	$409K	Sell	17,941 -798	-4%	-$18.3K	0.1%	122
2023 Q1	$440K	Sell	18,739 -42	-0.2%	-$998	0.11%	121
2022 Q4	$460K	Sell	18,781 -800	-4%	-$20.9K	0.12%	117
2022 Q3	$496K	Buy	19,581 +1,190	+6%	+$31.5K	0.14%	114
2022 Q2	$492K	Buy	+18,391	New	+$534K	0.13%	114

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Cambridge Advisors's FTGC Position: Q4 2023 in Review

Cambridge Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 15,421 shares — an estimated $370K sold.

Cambridge Advisors first reported a position in FTGC in Q2 2022 and held it in 6 quarters. The position peaked at $496K in Q3 2022. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

Cambridge Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
Cambridge Advisors sold 15,421 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $370K.
Cambridge Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and held it in 6 quarters.
Cambridge Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $496K in Q3 2022.
272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on Cambridge Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.