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 $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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Independent Wealth Network's FTGC Position: Q1 2024 in Review

Independent Wealth Network sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 10,301 shares — an estimated $231K sold.

Independent Wealth Network first reported a position in FTGC in Q1 2022 and held it in 8 quarters. The position peaked at $434K in Q3 2022. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

Independent Wealth Network reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
Independent Wealth Network sold 10,301 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $231K.
Independent Wealth Network first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 8 quarters.
Independent Wealth Network's First Trust Global Tactical Commodity Strategy Fund position peaked at $434K in Q3 2022.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Independent Wealth Network's 13F filing for Q1 2024, filed 11 Apr 2024.