Householder Group Estate & Retirement Specialist’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Householder Group Estate & Retirement Specialist’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	-4,460	Closed	-$105K	–	777
2024 Q3	$105K	Sell	4,460 -868	-16%	-$20.1K	0.03%	345
2024 Q2	$127K	Sell	5,328 -222	-4%	-$5.38K	0.04%	307
2024 Q1	$132K	Sell	5,550 -5,212	-48%	-$120K	0.04%	306
2023 Q4	$241K	Buy	+10,762	New	+$251K	0.08%	216

Other funds holding FTGC

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B 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 $2.12B AUM 24.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTGC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2024, closing a stake of 4,460 shares — an estimated $105K sold.

Householder Group Estate & Retirement Specialist first reported a position in FTGC in Q4 2023 and held it in 4 quarters. The position peaked at $241K in Q4 2023. 263 funds tracked by Wall St. Rank hold FTGC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,460 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2024, an estimated $105K.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2023 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's First Trust Global Tactical Commodity Strategy Fund position peaked at $241K in Q4 2023.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.