FWL Investment Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

FWL Investment 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
2025 Q1	–	Sell	-7	Closed	-$168	–	306
2024 Q4	$168	Hold	7	–	–	﹤0.01%	306
2024 Q3	$166	Hold	7	–	–	﹤0.01%	293
2024 Q2	$167	Hold	7	–	–	﹤0.01%	235
2024 Q1	$166	Hold	7	–	–	﹤0.01%	224
2023 Q4	$157	Hold	7	–	–	﹤0.01%	229
2023 Q3	$168	Buy	+7	New	+$169	﹤0.01%	185
2022 Q3	–	Sell	-221,246	Closed	-$5.92M	–	64
2022 Q2	$5.92M	Sell	221,246 -64,613	-23%	-$1.87M	4.3%	8
2022 Q1	$8.13M	Sell	285,859 -559	-0.2%	-$14.7K	5.02%	5
2021 Q4	$6.61M	Buy	286,418 +20,639	+8%	+$507K	4.04%	11
2021 Q3	$6.41M	Buy	265,779 +23,171	+10%	+$548K	4.03%	10
2021 Q2	$5.74M	Buy	242,608 +38,140	+19%	+$867K	3.48%	10
2021 Q1	$4.28M	Buy	+204,468	New	+$4.24M	2.88%	16

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $2.12B AUM 24.61% 1-Year Est. Return

FWL Investment Management's FTGC Position: Q1 2025 in Review

FWL Investment Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 7 shares — an estimated $168 sold.

FWL Investment Management first reported a position in FTGC in Q1 2021 and held it in 12 quarters. The position peaked at $8.13M in Q1 2022. 262 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

FWL Investment Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
FWL Investment Management sold 7 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $168.
FWL Investment Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 12 quarters.
FWL Investment Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $8.13M in Q1 2022.
262 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.