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HBW Advisory Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

HBW Advisory Services’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
Q4 		– Sell
-12,457
Closed -$295K – 383
2024
Q3 		$295K Sell
12,457
-15,397
-55% -$357K 0.04% 277
2024
Q2 		$666K Sell
27,854
-2,080
-7% -$50.4K 0.11% 173
2024
Q1 		$672K Hold
29,934
– – 0.13% 158
2023
Q4 		$672K Buy
29,934
+1,758
+6% +$41K 0.13% 158
2023
Q3 		$676K Sell
28,176
-3,988
-12% -$96.3K 0.14% 150
2023
Q2 		$732K Sell
32,164
-6,937
-18% -$159K 0.16% 140
2023
Q1 		$918K Sell
39,101
-34,337
-47% -$816K 0.23% 115
2022
Q4 		$1.8M Sell
73,438
-8,307
-10% -$217K 0.48% 60
2022
Q3 		$2.07M Sell
81,745
-18,817
-19% -$498K 0.58% 57
2022
Q2 		$2.69M Buy
100,562
+33,189
+49% +$963K 0.7% 51
2022
Q1 		$1.92M Buy
+67,373
New +$1.77M 0.67% 46

Other funds holding FTGC

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Morgan Stanley
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LPL Financial
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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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return