Financial Gravity Asset Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Financial Gravity Asset Management’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	$47.8K	Sell	2,000 -425	-18%	-$10.3K	0.01%	272
2024 Q1	$54.4K	Hold	2,425	–	–	0.02%	247
2023 Q4	$54.4K	Buy	+2,425	New	+$56.5K	0.02%	247

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

Financial Gravity Asset Management's FTGC Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 18% in Q2 2024, selling an estimated $10.3K and leaving 2,000 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #272.

Financial Gravity Asset Management first reported a position in FTGC in Q4 2023 and has held it in 3 quarters since. The position peaked at $54.4K in Q1 2024. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

Financial Gravity Asset Management held 2,000 shares of First Trust Global Tactical Commodity Strategy Fund worth $47.8K as of Q2 2024.
Financial Gravity Asset Management sold 425 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $10.3K.
First Trust Global Tactical Commodity Strategy Fund made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #272 holding.
Financial Gravity Asset Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and has held it in 3 quarters since.
Financial Gravity Asset Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $54.4K in Q1 2024.
260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.