Keystone Financial Group (Kentucky)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Keystone Financial Group (Kentucky)’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	$299K	Sell	12,214 -1,919	-14%	-$50.1K	0.06%	202
2022 Q3	$358K	Sell	14,133 -84,934	-86%	-$2.25M	0.07%	180
2022 Q2	$2.65M	Buy	99,067 +6,166	+7%	+$179K	0.53%	36
2022 Q1	$2.64M	Buy	92,901 +64,918	+232%	+$1.7M	0.45%	46
2021 Q4	$645K	Sell	27,983 -3,860	-12%	-$94.9K	0.11%	140
2021 Q3	$768K	Buy	31,843 +19,963	+168%	+$472K	0.14%	124
2021 Q2	$281K	Buy	+11,880	New	+$270K	0.05%	235

Other funds holding FTGC

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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 $445B AUM 25.58% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s FTGC Position: Q4 2022 in Review

Keystone Financial Group (Kentucky) reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 14% in Q4 2022, selling an estimated $50.1K and leaving 12,214 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #202.

Keystone Financial Group (Kentucky) first reported a position in FTGC in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.65M in Q2 2022. 306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

Keystone Financial Group (Kentucky) held 12,214 shares of First Trust Global Tactical Commodity Strategy Fund worth $299K as of Q4 2022.
Keystone Financial Group (Kentucky) sold 1,919 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2022, an estimated $50.1K.
First Trust Global Tactical Commodity Strategy Fund made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q4 2022, its #202 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and has held it in 7 quarters since.
Keystone Financial Group (Kentucky)'s First Trust Global Tactical Commodity Strategy Fund position peaked at $2.65M in Q2 2022.
306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2022, filed 7 Feb 2023.