IWA
FTGC icon

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

Icon 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
2022
Q4 		– Sell
-50,135
Closed -$1.27M – 363
2022
Q3 		$1.27M Buy
+50,135
New +$1.33M 0.15% 114

Other funds holding FTGC

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Icon Wealth Advisors's FTGC Position: Q4 2022 in Review

Icon Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2022, closing a stake of 50,135 shares — an estimated $1.27M sold.

Icon Wealth Advisors first reported a position in FTGC in Q3 2022 and held it in 1 quarter. The position peaked at $1.27M in Q3 2022. 306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

  • Icon Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 50,135 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2022, an estimated $1.27M.
  • Icon Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.27M in Q3 2022.
  • 306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.