Gradient Investments’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Gradient Investments’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 Q1	–	Sell	-620	Closed	-$13.9K	–	1449
2023 Q4	$13.9K	Hold	620	–	–	﹤0.01%	776
2023 Q3	$14.9K	Hold	620	–	–	﹤0.01%	733
2023 Q2	$14.1K	Hold	620	–	–	﹤0.01%	751
2023 Q1	$14.6K	Buy	+620	New	+$14.7K	﹤0.01%	733
2022 Q4	–	Sell	-290	Closed	-$7K	–	1553
2022 Q3	$7K	Sell	290 -1,991	-87%	-$52.7K	﹤0.01%	875
2022 Q2	$61K	Hold	2,281	–	–	﹤0.01%	439
2022 Q1	$65K	Hold	2,281	–	–	﹤0.01%	430
2021 Q4	$53K	Hold	2,281	–	–	﹤0.01%	472
2021 Q3	$55K	Hold	2,281	–	–	﹤0.01%	466
2021 Q2	$54K	Hold	2,281	–	–	﹤0.01%	461
2021 Q1	$48K	Hold	2,281	–	–	﹤0.01%	468
2020 Q4	$39K	Hold	2,281	–	–	﹤0.01%	441
2020 Q3	$39K	Buy	+2,281	New	+$38.1K	﹤0.01%	446
2015 Q4	–	Sell	-5	Closed	–	–	697
2015 Q3	$0	Buy	+5	New	+$114	﹤0.01%	632

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $2.47B AUM 24.93% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Gradient Investments's FTGC Position: Q1 2024 in Review

Gradient Investments sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 620 shares — an estimated $13.9K sold.

Gradient Investments first reported a position in FTGC in Q3 2015 and held it in 14 quarters. The position peaked at $65K in Q1 2022. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

Gradient Investments reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 620 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $13.9K.
Gradient Investments first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2015 and held it in 14 quarters.
Gradient Investments's First Trust Global Tactical Commodity Strategy Fund position peaked at $65K in Q1 2022.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.