Cary Street Partners Investment Advisory’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Cary Street Partners Investment Advisory’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	-1,984	Closed	-$47.6K	–	1047
2023 Q3	$47.6K	Hold	1,984	–	–	﹤0.01%	880
2023 Q2	$45.2K	Buy	+1,984	New	+$45.6K	﹤0.01%	840

Other funds holding FTGC

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMA

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

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

Cary Street Partners Investment Advisory's FTGC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 1,984 shares — an estimated $47.6K sold.

Cary Street Partners Investment Advisory first reported a position in FTGC in Q2 2023 and held it in 2 quarters. The position peaked at $47.6K in Q3 2023. 271 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 1,984 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $47.6K.
Cary Street Partners Investment Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and held it in 2 quarters.
Cary Street Partners Investment Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $47.6K in Q3 2023.
271 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.