Crumly & Associates’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Crumly & Associates’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 Q2	–	Sell	-12,347	Closed	-$293K	–	140
2024 Q1	$293K	Sell	12,347 -185,041	-94%	-$4.26M	0.08%	119
2023 Q4	$4.43M	Buy	197,388 +34,846	+21%	+$812K	1.29%	27
2023 Q3	$3.9M	Buy	162,542 +1,515	+0.9%	+$36.6K	1.53%	22
2023 Q2	$3.67M	Buy	161,027 +11,796	+8%	+$271K	1.47%	24
2023 Q1	$3.51M	Buy	+149,231	New	+$3.55M	1.52%	22
2022 Q4	–	Sell	-615,947	Closed	-$15.6M	–	107
2022 Q3	$15.6M	Buy	615,947 +116,623	+23%	+$3.09M	6.44%	2
2022 Q2	$13.4M	Buy	499,324 +220,665	+79%	+$6.4M	5.55%	3
2022 Q1	$7.92M	Buy	278,659 +41,238	+17%	+$1.08M	2.97%	13
2021 Q4	$5.98M	Sell	237,421 -20,368	-8%	-$501K	2.36%	14
2021 Q3	$6.21M	Buy	257,789 +65,792	+34%	+$1.56M	2.89%	13
2021 Q2	$4.54M	Buy	+191,997	New	+$4.37M	2.2%	14

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Crumly & Associates's FTGC Position: Q2 2024 in Review

Crumly & Associates sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2024, closing a stake of 12,347 shares — an estimated $293K sold.

Crumly & Associates first reported a position in FTGC in Q2 2021 and held it in 11 quarters. The position peaked at $15.6M in Q3 2022. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

Crumly & Associates reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2024 after selling out during the quarter.
Crumly & Associates sold 12,347 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $293K.
Crumly & Associates first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 11 quarters.
Crumly & Associates's First Trust Global Tactical Commodity Strategy Fund position peaked at $15.6M in Q3 2022.
260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on Crumly & Associates's 13F filing for Q2 2024, filed 2 Aug 2024.