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Financial Partners Group (Kansas)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Financial Partners Group (Kansas)’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
Q3 		– Sell
-563,606
Closed -$13.5M – 190
2024
Q2 		$13.5M Sell
563,606
-81,052
-13% -$1.96M 2.13% 17
2024
Q1 		$15.3M Sell
644,658
-220,990
-26% -$5.09M 2.44% 17
2023
Q4 		$19.4M Sell
865,648
-119,332
-12% -$2.78M 3.48% 7
2023
Q3 		$22.9M Buy
984,980
+8,561
+0.9% +$207K 4.73% 4
2023
Q2 		$23.6M Sell
976,419
-24,362
-2% -$560K 4.77% 3
2023
Q1 		$23.5M Buy
1,000,781
+4,344
+0.4% +$103K 5.23% 3
2022
Q4 		$24M Buy
996,437
+96,991
+11% +$2.53M 5.27% 3
2022
Q3 		$22.8M Buy
899,446
+306,661
+52% +$8.11M 6% 4
2022
Q2 		$15.9M Buy
592,785
+92,693
+19% +$2.69M 3.98% 6
2022
Q1 		$14.2M Buy
500,092
+427,752
+591% +$11.2M 3.08% 9
2021
Q4 		$1.79M Sell
72,340
-11,259
-13% -$277K 0.39% 41
2021
Q3 		$2.02M Buy
83,599
+9,594
+13% +$227K 0.48% 38
2021
Q2 		$1.75M Buy
+74,005
New +$1.68M 0.45% 38

Other funds holding FTGC

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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

Financial Partners Group (Kansas)'s FTGC Position: Q3 2024 in Review

Financial Partners Group (Kansas) sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2024, closing a stake of 563,606 shares — an estimated $13.5M sold.

Financial Partners Group (Kansas) first reported a position in FTGC in Q2 2021 and held it in 13 quarters. The position peaked at $24M in Q4 2022. 240 funds tracked by Wall St. Rank hold FTGC as of Q3 2024.

  • Financial Partners Group (Kansas) reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 563,606 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2024, an estimated $13.5M.
  • Financial Partners Group (Kansas) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 13 quarters.
  • Financial Partners Group (Kansas)'s First Trust Global Tactical Commodity Strategy Fund position peaked at $24M in Q4 2022.
  • 240 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q3 2024, filed 30 Oct 2024.