HHM Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

HHM Wealth Advisors’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
2023 Q4	–	Sell	-4,925	Closed	-$118K	–	770
2023 Q3	$118K	Sell	4,925 -5,125	-51%	-$124K	0.02%	185
2023 Q2	$229K	Buy	10,050 +4,500	+81%	+$103K	0.04%	128
2023 Q1	$130K	Hold	5,550	–	–	0.03%	171
2022 Q4	$136K	Hold	5,550	–	–	0.03%	150
2022 Q3	$141K	Hold	5,550	–	–	0.04%	136
2022 Q2	$149K	Sell	5,550 -5,900	-52%	-$171K	0.04%	155
2022 Q1	$326K	Sell	11,450 -3,550	-24%	-$93.2K	0.08%	106
2021 Q4	$346K	Hold	15,000	–	–	0.08%	92
2021 Q3	$362K	Hold	15,000	–	–	0.1%	81
2021 Q2	$355K	Buy	+15,000	New	+$341K	0.1%	83

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

HHM Wealth Advisors's FTGC Position: Q4 2023 in Review

HHM Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 4,925 shares — an estimated $118K sold.

HHM Wealth Advisors first reported a position in FTGC in Q2 2021 and held it in 10 quarters. The position peaked at $362K in Q3 2021. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

HHM Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 4,925 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $118K.
HHM Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 10 quarters.
HHM Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $362K in Q3 2021.
272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.