Fischer Investment Strategies’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Fischer Investment Strategies’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
2023 Q4	–	Sell	-25,147	Closed	-$604K	–	29
2023 Q3	$604K	Sell	25,147 -7,464	-23%	-$180K	0.61%	22
2023 Q2	$743K	Buy	+32,611	New	+$749K	0.68%	21

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Fischer Investment Strategies's FTGC Position: Q4 2023 in Review

Fischer Investment Strategies sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 25,147 shares — an estimated $604K sold.

Fischer Investment Strategies first reported a position in FTGC in Q2 2023 and held it in 2 quarters. The position peaked at $743K in Q2 2023. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

Fischer Investment Strategies reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
Fischer Investment Strategies sold 25,147 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $604K.
Fischer Investment Strategies first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and held it in 2 quarters.
Fischer Investment Strategies's First Trust Global Tactical Commodity Strategy Fund position peaked at $743K in Q2 2023.
272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on Fischer Investment Strategies's 13F filing for Q4 2023, filed 12 Feb 2024.