Independent Wealth Network’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Independent Wealth Network’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 Q1	–	Sell	-10,301	Closed	-$231K	–	231
2023 Q4	$231K	Sell	10,301 -1,819	-15%	-$42.4K	0.12%	180
2023 Q3	$291K	Sell	12,120 -2,379	-16%	-$57.4K	0.18%	141
2023 Q2	$330K	Sell	14,499 -920	-6%	-$21.1K	0.2%	135
2023 Q1	$362K	Sell	15,419 -1,274	-8%	-$30.3K	0.23%	109
2022 Q4	$409K	Sell	16,693 -451	-3%	-$11.8K	0.28%	89
2022 Q3	$434K	Buy	17,144 +1,547	+10%	+$40.9K	0.34%	73
2022 Q2	$417K	Buy	15,597 +7,830	+101%	+$227K	0.3%	89
2022 Q1	$221K	Buy	+7,767	New	+$204K	0.14%	179

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

Royal Bank of Canada

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

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return