CA
FTGC icon

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

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TIM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $2.18B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return