Morton Brown Family Wealth’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Sell |
7,374
-778
| -10% | -$19.2K | 0.06% | 60 |
|
|
2025
Q1 | $208K | Sell |
8,152
-2,428
| -23% | -$62K | 0.07% | 57 |
|
|
2024
Q4 | $253K | Hold |
10,580
| – | – | 0.09% | 52 |
|
|
2024
Q3 | $251K | Sell |
10,580
-46
| -0.4% | -$1.09K | 0.09% | 48 |
|
|
2024
Q2 | $250K | Sell |
10,626
-614
| -5% | -$14.4K | 0.1% | 48 |
|
|
2024
Q1 | $267K | Sell |
11,240
-4,248
| -27% | -$101K | 0.11% | 43 |
|
|
2023
Q4 | $348K | Sell |
15,488
-1,330
| -8% | -$29.8K | 0.15% | 41 |
|
|
2023
Q3 | $404K | Sell |
16,818
-5,748
| -25% | -$138K | 0.21% | 37 |
|
|
2023
Q2 | $514K | Sell |
22,566
-8,983
| -28% | -$205K | 0.27% | 32 |
|
|
2023
Q1 | $741K | Sell |
31,549
-1,575
| -5% | -$37K | 0.44% | 29 |
|
|
2022
Q4 | $811K | Sell |
33,124
-2,024
| -6% | -$49.6K | 0.55% | 26 |
|
|
2022
Q3 | $891K | Sell |
35,148
-10,077
| -22% | -$255K | 0.71% | 23 |
|
|
2022
Q2 | $1.21M | Sell |
45,225
-1,787
| -4% | -$47.8K | 0.94% | 20 |
|
|
2022
Q1 | $1.34M | Sell |
47,012
-3,158
| -6% | -$89.8K | 1.01% | 19 |
|
|
2021
Q4 | $1.24M | Buy |
+50,170
| New | +$1.24M | 0.95% | 18 |
|