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

Clear Point 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
2024 Q4	–	Sell	-125	Closed	-$2.96K	–	270
2024 Q3	$2.96K	Buy	125 +1	+0.8%	+$23	﹤0.01%	423
2024 Q2	$2.97K	Buy	124 +1	+0.8%	+$24	﹤0.01%	420
2024 Q1	$2.92K	Buy	123 +2	+2%	+$46	﹤0.01%	414
2023 Q4	$2.72K	Buy	+121	New	+$2.82K	﹤0.01%	404

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

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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return

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

Clear Point Advisors's FTGC Position: Q4 2024 in Review

Clear Point Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2024, closing a stake of 125 shares — an estimated $2.96K sold.

Clear Point Advisors first reported a position in FTGC in Q4 2023 and held it in 4 quarters. The position peaked at $2.97K in Q2 2024. 263 funds tracked by Wall St. Rank hold FTGC as of Q4 2024.

Clear Point Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 125 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2024, an estimated $2.96K.
Clear Point Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.97K in Q2 2024.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.