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Cornerstone Planning Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Cornerstone Planning Group’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
2022
Q4 		$5.2K Buy
+211
New +$5.51K ﹤0.01% 871

Other funds holding FTGC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cornerstone Planning Group's FTGC Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2022: 211 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings.

306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

  • Cornerstone Planning Group held 211 shares of First Trust Global Tactical Commodity Strategy Fund worth $5.2K as of Q4 2022.
  • First Trust Global Tactical Commodity Strategy Fund was a new Cornerstone Planning Group position in Q4 2022.
  • First Trust Global Tactical Commodity Strategy Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q4 2022, its #871 holding.
  • 306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.