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

HighTower Trust’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 Q1	$753K	Buy	32,181 +1,071	+3%	+$25.5K	0.07%	126
2022 Q4	$758K	Buy	+31,110	New	+$812K	0.07%	124
2022 Q3	–	Sell	-16,822	Closed	-$413	–	276
2022 Q2	$413	Buy	+16,822	New	+$488K	0.04%	165

Other funds holding FTGC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HighTower Trust's FTGC Position: Q1 2023 in Review

HighTower Trust increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 3.4% in Q1 2023, buying an estimated $25.5K and bringing the position to 32,181 shares worth $753K. The position accounts for 0.07% of the portfolio, ranked #126.

HighTower Trust first reported a position in FTGC in Q2 2022 and has held it in 3 quarters since. The position peaked at $758K in Q4 2022. 291 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

HighTower Trust held 32,181 shares of First Trust Global Tactical Commodity Strategy Fund worth $753K as of Q1 2023.
HighTower Trust bought 1,071 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $25.5K.
First Trust Global Tactical Commodity Strategy Fund made up 0.07% of HighTower Trust's portfolio in Q1 2023, its #126 holding.
HighTower Trust first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and has held it in 3 quarters since.
HighTower Trust's First Trust Global Tactical Commodity Strategy Fund position peaked at $758K in Q4 2022.
291 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.