Laurie J. Hall Trustee’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-260	Closed	-$6K	–	159
2024 Q4	$6K	Hold	260	–	–	﹤0.01%	237
2024 Q3	$6K	Buy	+260	New	+$6.03K	﹤0.01%	248
2024 Q2	–	Sell	-260	Closed	-$6K	–	248
2024 Q1	$6K	Hold	260	–	–	﹤0.01%	238
2023 Q4	$6K	Hold	260	–	–	﹤0.01%	244
2023 Q3	$6K	Buy	+260	New	+$6.28K	﹤0.01%	241
2023 Q2	–	Sell	-260	Closed	-$6K	–	274
2023 Q1	$6K	Buy	+260	New	+$6.18K	﹤0.01%	237

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FAM

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Laurie J. Hall Trustee's FTGC Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2025, closing a stake of 260 shares — an estimated $6K sold.

Laurie J. Hall Trustee first reported a position in FTGC in Q1 2023 and held it in 6 quarters. The position peaked at $6K in Q4 2024. 264 funds tracked by Wall St. Rank hold FTGC as of Q1 2025.

Laurie J. Hall Trustee reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 260 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2025, an estimated $6K.
Laurie J. Hall Trustee first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and held it in 6 quarters.
Laurie J. Hall Trustee's First Trust Global Tactical Commodity Strategy Fund position peaked at $6K in Q4 2024.
264 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.