Key Client Fiduciary Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Key Client Fiduciary 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
2023 Q3	–	Sell	-13,950	Closed	-$318K	–	174
2023 Q2	$318K	Sell	13,950 -150	-1%	-$3.45K	0.18%	122
2023 Q1	$331K	Buy	14,100 +1,470	+12%	+$34.9K	0.21%	110
2022 Q4	$309K	Buy	12,630 +290	+2%	+$7.57K	0.21%	112
2022 Q3	$313K	Hold	12,340	–	–	0.28%	77
2022 Q2	$330K	Sell	12,340 -875	-7%	-$25.4K	0.32%	73
2022 Q1	$376K	Sell	13,215 -725	-5%	-$19K	0.3%	82
2021 Q4	$321K	Buy	+13,940	New	+$343K	0.27%	87

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Key Client Fiduciary Advisors's FTGC Position: Q3 2023 in Review

Key Client Fiduciary Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2023, closing a stake of 13,950 shares — an estimated $318K sold.

Key Client Fiduciary Advisors first reported a position in FTGC in Q4 2021 and held it in 7 quarters. The position peaked at $376K in Q1 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q3 2023.

Key Client Fiduciary Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Key Client Fiduciary Advisors sold 13,950 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2023, an estimated $318K.
Key Client Fiduciary Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and held it in 7 quarters.
Key Client Fiduciary Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $376K in Q1 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2023.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.