Morton Brown Family Wealth’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$203K	Hold	7,059	–	–	0.05%	66
2025 Q4	$164K	Sell	7,059 -315	-4%	-$8.19K	0.04%	72
2025 Q3	$191K	Hold	7,374	–	–	0.05%	59
2025 Q2	$182K	Sell	7,374 -778	-10%	-$19.1K	0.06%	60
2025 Q1	$208K	Sell	8,152 -2,428	-23%	-$60.9K	0.07%	57
2024 Q4	$253K	Hold	10,580	–	–	0.09%	52
2024 Q3	$251K	Sell	10,580 -46	-0.4%	-$1.07K	0.09%	48
2024 Q2	$250K	Sell	10,626 -614	-5%	-$14.9K	0.1%	48
2024 Q1	$267K	Sell	11,240 -4,248	-27%	-$97.8K	0.11%	43
2023 Q4	$348K	Sell	15,488 -1,330	-8%	-$31K	0.15%	41
2023 Q3	$404K	Sell	16,818 -5,748	-25%	-$139K	0.21%	37
2023 Q2	$514K	Sell	22,566 -8,983	-28%	-$206K	0.27%	32
2023 Q1	$741K	Sell	31,549 -1,575	-5%	-$37.4K	0.44%	29
2022 Q4	$811K	Sell	33,124 -2,024	-6%	-$52.8K	0.55%	26
2022 Q3	$891K	Sell	35,148 -10,077	-22%	-$267K	0.71%	23
2022 Q2	$1.21M	Sell	45,225 -1,787	-4%	-$51.8K	0.94%	20
2022 Q1	$1.34M	Sell	47,012 -3,158	-6%	-$82.9K	1.01%	19
2021 Q4	$1.24M	Buy	+50,170	New	+$1.23M	0.95%	18