L.M. Kohn & Company’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

L.M. Kohn & Company’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
2025 Q3	–	Sell	-33,004	Closed	-$814K	–	185
2025 Q2	$814K	Buy	33,004 +15,171	+85%	+$373K	0.22%	92
2025 Q1	$455K	Buy	+17,833	New	+$447K	0.12%	155
2024 Q3	–	Sell	-45,796	Closed	-$1.09M	–	295
2024 Q2	$1.09M	Buy	45,796 +13,588	+42%	+$329K	0.3%	64
2024 Q1	$764K	Buy	32,208 +20,612	+178%	+$475K	0.21%	102
2023 Q4	$260K	Buy	11,596 +2,932	+34%	+$68.4K	0.08%	195
2023 Q3	$208K	Buy	+8,664	New	+$209K	0.08%	210
2022 Q2	–	Sell	-12,416	Closed	-$353K	–	240
2022 Q1	$353K	Buy	+12,416	New	+$326K	0.14%	172

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

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

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

Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return