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

Clarus Wealth 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
2025
Q1 		– Sell
-20,508
Closed -$509K – 109
2024
Q4 		$509K Sell
20,508
-440
-2% -$10.4K 0.25% 79
2024
Q3 		$508K Buy
20,948
+948
+5% +$22K 0.26% 79
2024
Q2 		$479K Sell
20,000
-6,824
-25% -$165K 0.25% 77
2024
Q1 		$656K Sell
26,824
-12,826
-32% -$295K 0.37% 56
2023
Q4 		$893K Buy
+39,650
New +$924K 0.53% 43
2023
Q2 		$917K Buy
40,050
+375
+0.9% +$8.62K 0.56% 42
2023
Q1 		$938K Buy
39,675
+6,412
+19% +$152K 0.59% 40
2022
Q4 		$790K Buy
33,263
+4,430
+15% +$116K 0.52% 40
2022
Q3 		$766K Buy
28,833
+1,805
+7% +$47.8K 0.55% 38
2022
Q2 		$711K Sell
27,028
-1,996
-7% -$57.9K 0.5% 38
2022
Q1 		$836K Sell
29,024
-3,939
-12% -$103K 0.52% 39
2021
Q4 		$791K Sell
32,963
-2,692
-8% -$66.2K 0.46% 40
2021
Q3 		$889K Sell
35,655
-726
-2% -$17.2K 0.55% 37
2021
Q2 		$854K Buy
36,381
+1,066
+3% +$24.2K 0.53% 38
2021
Q1 		$747K Buy
35,315
+1,160
+3% +$24.1K 0.47% 44
2020
Q4 		$671K Sell
34,155
-128
-0.4% -$2.29K 0.45% 46
2020
Q3 		$583K Sell
34,283
-247
-0.7% -$4.12K 0.45% 47
2020
Q2 		$550K Buy
34,530
+2,075
+6% +$30.9K 0.46% 44
2020
Q1 		$472K Buy
+32,455
New +$554K 0.47% 64
2019
Q3 		– Sell
-2,678
Closed -$50K – 290
2019
Q2 		$50K Sell
2,678
-15,572
-85% -$288K 0.04% 264
2019
Q1 		$342K Buy
18,250
+750
+4% +$14K 0.26% 57
2018
Q4 		$314K Sell
17,500
-550
-3% -$10.5K 0.49% 36
2018
Q3 		$358K Sell
18,050
-200
-1% -$3.95K 0.23% 47
2018
Q2 		$381K Hold
18,250
– – 0.29% 41
2018
Q1 		$381K Buy
18,250
+367
+2% +$7.64K 0.35% 41
2017
Q4 		$370K Buy
+17,883
New +$366K 0.36% 46

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $1.9B AUM 24.89% 1-Year Est. Return

Clarus Wealth Advisors's FTGC Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 20,508 shares — an estimated $509K sold.

Clarus Wealth Advisors first reported a position in FTGC in Q4 2017 and held it in 26 quarters. The position peaked at $938K in Q1 2023. 262 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 20,508 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $509K.
  • Clarus Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2017 and held it in 26 quarters.
  • Clarus Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $938K in Q1 2023.
  • 262 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.