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Independent Advisor Alliance’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Independent Advisor Alliance’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
2025
Q1 		– Sell
-10,851
Closed -$260K – 1002
2024
Q4 		$260K Buy
+10,851
New +$257K ﹤0.01% 1192

Other funds holding FTGC

Wells Fargo
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
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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

Independent Advisor Alliance's FTGC Position: Q1 2025 in Review

Independent Advisor Alliance sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 10,851 shares — an estimated $260K sold.

Independent Advisor Alliance first reported a position in FTGC in Q4 2024 and held it in 1 quarter. The position peaked at $260K in Q4 2024. 264 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

  • Independent Advisor Alliance reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,851 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $260K.
  • Independent Advisor Alliance first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Global Tactical Commodity Strategy Fund position peaked at $260K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.