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

Global Wealth Management Investment Advisory’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
2020 Q2	–	Sell	-185	Closed	-$3K	–	626
2020 Q1	$3K	Hold	185	–	–	﹤0.01%	468
2019 Q4	$4K	Hold	185	–	–	﹤0.01%	452
2019 Q3	$3K	Hold	185	–	–	﹤0.01%	457
2019 Q2	$3K	Sell	185 -25	-12%	-$462	﹤0.01%	497
2019 Q1	$4K	Sell	210 -374	-64%	-$6.99K	﹤0.01%	467
2018 Q4	$10K	Buy	+584	New	+$11.2K	0.01%	380

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's FTGC Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2020, closing a stake of 185 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in FTGC in Q4 2018 and held it in 6 quarters. The position peaked at $10K in Q4 2018. 38 funds tracked by Wall St. Rank hold FTGC as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 185 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2020, an estimated $3K.
Global Wealth Management Investment Advisory first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's First Trust Global Tactical Commodity Strategy Fund position peaked at $10K in Q4 2018.
38 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.