Kingsview Wealth Management’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Kingsview Wealth Management’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 Q1	–	Sell	-28,414	Closed	-$696K	–	909
2022 Q4	$696K	Sell	28,414 -22,317	-44%	-$583K	0.03%	424
2022 Q3	$1.29M	Sell	50,731 -3,328	-6%	-$88.1K	0.06%	284
2022 Q2	$1.45M	Buy	54,059 +28,639	+113%	+$831K	0.07%	279
2022 Q1	$723K	Buy	+25,420	New	+$667K	0.03%	487

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

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

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

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

GWM

GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return

RJFSA

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

Kingsview Wealth Management's FTGC Position: Q1 2023 in Review

Kingsview Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 28,414 shares — an estimated $696K sold.

Kingsview Wealth Management first reported a position in FTGC in Q1 2022 and held it in 4 quarters. The position peaked at $1.45M in Q2 2022. 292 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

Kingsview Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
Kingsview Wealth Management sold 28,414 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $696K.
Kingsview Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 4 quarters.
Kingsview Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.45M in Q2 2022.
292 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Kingsview Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.