Laurel Wealth Advisors (California)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Laurel Wealth Advisors (California)’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	$6.57M	Sell	268,154 -187,958	-41%	-$4.91M	0.65%	37
2022 Q3	$11.6M	Buy	456,112 +104,383	+30%	+$2.76M	1.23%	7
2022 Q2	$9.41M	Buy	351,729 +42,429	+14%	+$1.23M	0.96%	15
2022 Q1	$8.79M	Buy	309,300 +6,138	+2%	+$161K	0.73%	27
2021 Q4	$6.99M	Buy	+303,162	New	+$7.45M	0.54%	33
2021 Q3	–	Sell	-226,922	Closed	-$5.37M	–	468
2021 Q2	$5.37M	Sell	226,922 -52,464	-19%	-$1.19M	0.7%	29
2021 Q1	$5.85M	Buy	+279,386	New	+$5.8M	0.89%	23

Other funds holding FTGC

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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

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

Royal Bank of Canada

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

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

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