GI
FTGC icon

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
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 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