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 $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

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

Raymond James Financial

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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