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

Clearview 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
2023 Q3	–	Sell	-632	Closed	-$14.4K	–	306
2023 Q2	$14.4K	Buy	632 +6	+1%	+$138	0.01%	316
2023 Q1	$14.7K	Sell	626 -36	-5%	-$856	0.01%	314
2022 Q4	$16.2K	Buy	662 +62	+10%	+$1.62K	0.01%	277
2022 Q3	$15K	Hold	600	–	–	0.01%	288
2022 Q2	$16K	Hold	600	–	–	0.01%	301
2022 Q1	$17K	Buy	+600	New	+$15.7K	0.01%	317

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Clearview Wealth Advisors's FTGC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2023, closing a stake of 632 shares — an estimated $14.4K sold.

Clearview Wealth Advisors first reported a position in FTGC in Q1 2022 and held it in 6 quarters. The position peaked at $17K in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q3 2023.

Clearview Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 632 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2023, an estimated $14.4K.
Clearview Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 6 quarters.
Clearview Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $17K in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.