Money Concepts Capital’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Money Concepts Capital’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	-27,201	Closed	-$666K	–	1388
2022 Q4	$666K	Buy	27,201 +25,691	+1,701%	+$671K	0.03%	367
2022 Q3	$38K	Sell	1,510 -43	-3%	-$1.14K	﹤0.01%	770
2022 Q2	$41K	Sell	1,553 -26,249	-94%	-$761K	﹤0.01%	736
2022 Q1	$790K	Buy	+27,802	New	+$730K	0.04%	336

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's FTGC Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2023, closing a stake of 27,201 shares — an estimated $666K sold.

Money Concepts Capital first reported a position in FTGC in Q1 2022 and held it in 4 quarters. The position peaked at $790K in Q1 2022. 291 funds tracked by Wall St. Rank hold FTGC as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 27,201 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2023, an estimated $666K.
Money Concepts Capital first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's First Trust Global Tactical Commodity Strategy Fund position peaked at $790K in Q1 2022.
291 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.