GWM
FTGC icon

GDS Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

GDS Wealth 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 		– Sell
-16,325
Closed -$387K – 145
2024
Q1 		$387K Sell
16,325
-12,705
-44% -$293K 0.05% 103
2023
Q4 		$651K Sell
29,030
-10,950
-27% -$255K 0.09% 70
2023
Q3 		$960K Sell
39,980
-24,573
-38% -$593K 0.15% 53
2023
Q2 		$1.47M Sell
64,553
-1,149,415
-95% -$26.4M 0.24% 54
2023
Q1 		$28.5M Buy
1,213,968
+504,502
+71% +$12M 5.04% 4
2022
Q4 		$17.4M Buy
709,466
+191,297
+37% +$4.99M 3.32% 7
2022
Q3 		$13.1M Buy
518,169
+127,135
+33% +$3.36M 2.92% 8
2022
Q2 		$10.5M Buy
391,034
+149,313
+62% +$4.33M 2.35% 11
2022
Q1 		$7.3M Buy
241,721
+185,348
+329% +$4.86M 1.61% 19
2021
Q4 		$1.3M Buy
+56,373
New +$1.39M 0.29% 53

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B 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 $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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