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

ICA Group 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
2024 Q2	–	Sell	-1,575	Closed	-$37.4K	–	968
2024 Q1	$37.4K	Sell	1,575 -225	-13%	-$5.18K	0.01%	624
2023 Q4	$40.4K	Buy	+1,800	New	+$42K	0.01%	564
2023 Q3	–	Sell	-3,055	Closed	-$69.6K	–	578
2023 Q2	$69.6K	Sell	3,055 -916	-23%	-$21K	0.02%	418
2023 Q1	$93.3K	Hold	3,971	–	–	0.02%	347
2022 Q4	$97.3K	Buy	+3,971	New	+$104K	0.02%	369

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

ICA Group Wealth Management's FTGC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2024, closing a stake of 1,575 shares — an estimated $37.4K sold.

ICA Group Wealth Management first reported a position in FTGC in Q4 2022 and held it in 5 quarters. The position peaked at $97.3K in Q4 2022. 260 funds tracked by Wall St. Rank hold FTGC as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,575 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2024, an estimated $37.4K.
ICA Group Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $97.3K in Q4 2022.
260 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.