Clear Perspectives Financial Planning’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Clear Perspectives Financial Planning’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 Q1	–	Sell	-204,585	Closed	-$5.01M	–	210
2022 Q4	$5.01M	Sell	204,585 -5,368	-3%	-$140K	2.66%	13
2022 Q3	$5.32M	Buy	209,953 +14,303	+7%	+$378K	2.61%	10
2022 Q2	$5.24M	Buy	195,650 +29,988	+18%	+$870K	2.04%	13
2022 Q1	$4.71M	Buy	165,662 +38,121	+30%	+$1M	1.79%	13
2021 Q4	$2.94M	Buy	127,541 +1,578	+1%	+$38.8K	1.19%	22
2021 Q3	$3.04M	Buy	125,963 +8,798	+8%	+$208K	1.38%	19
2021 Q2	$2.77M	Buy	+117,165	New	+$2.66M	1.34%	22

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clear Perspectives Financial Planning's FTGC Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 204,585 shares — an estimated $5.01M sold.

Clear Perspectives Financial Planning first reported a position in FTGC in Q2 2021 and held it in 7 quarters. The position peaked at $5.32M in Q3 2022. 291 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 204,585 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $5.01M.
Clear Perspectives Financial Planning first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 7 quarters.
Clear Perspectives Financial Planning's First Trust Global Tactical Commodity Strategy Fund position peaked at $5.32M in Q3 2022.
291 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.