Carolinas Wealth Consulting’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-83	Closed	-$1.97K	–	1074
2024 Q3	$1.97K	Sell	83 -98	-54%	-$2.27K	﹤0.01%	822
2024 Q2	$4.33K	Sell	181 -374	-67%	-$9.06K	﹤0.01%	669
2024 Q1	$13.2K	Hold	555	–	–	﹤0.01%	528
2023 Q4	$12.5K	Buy	+555	New	+$12.9K	﹤0.01%	510

Other funds holding FTGC

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

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 $2.12B AUM 24.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's FTGC Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2024, closing a stake of 83 shares — an estimated $1.97K sold.

Carolinas Wealth Consulting first reported a position in FTGC in Q4 2023 and held it in 4 quarters. The position peaked at $13.2K in Q1 2024. 263 funds tracked by Wall St. Rank hold FTGC as of Q4 2024.

Carolinas Wealth Consulting reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 83 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2024, an estimated $1.97K.
Carolinas Wealth Consulting first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 4 quarters.
Carolinas Wealth Consulting's First Trust Global Tactical Commodity Strategy Fund position peaked at $13.2K in Q1 2024.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.