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

Gupta 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
2016 Q1	$1.73M	Sell	85,794 -22,163	-21%	-$440K	0.41%	59
2015 Q4	$2.19M	Buy	107,957 +69,367	+180%	+$1.48M	0.56%	41
2015 Q3	$858K	Sell	38,590 -1,000	-3%	-$22.9K	0.21%	98
2015 Q2	$981K	Buy	39,590 +4,700	+13%	+$116K	0.24%	91
2015 Q1	$840K	Buy	+34,890	New	+$874K	0.25%	95

Other funds holding FTGC

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

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Gupta Wealth Management's FTGC Position: Q1 2016 in Review

Gupta Wealth Management reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 21% in Q1 2016, selling an estimated $440K and leaving 85,794 shares worth $1.73M. The position accounts for 0.41% of the portfolio, ranked #59.

Gupta Wealth Management first reported a position in FTGC in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.19M in Q4 2015. 41 funds tracked by Wall St. Rank hold FTGC as of Q1 2016.

Gupta Wealth Management held 85,794 shares of First Trust Global Tactical Commodity Strategy Fund worth $1.73M as of Q1 2016.
Gupta Wealth Management sold 22,163 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2016, an estimated $440K.
First Trust Global Tactical Commodity Strategy Fund made up 0.41% of Gupta Wealth Management's portfolio in Q1 2016, its #59 holding.
Gupta Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.19M in Q4 2015.
41 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.