MRA Advisory Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

MRA Advisory Group’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 Q4	–	Sell	-121,861	Closed	-$2.92M	–	121
2023 Q3	$2.92M	Buy	121,861 +10,617	+10%	+$256K	2.09%	19
2023 Q2	$2.53M	Sell	111,244 -29,563	-21%	-$679K	1.74%	24
2023 Q1	$3.31M	Buy	140,807 +1,745	+1%	+$41.5K	2.39%	18
2022 Q4	$3.41M	Sell	139,062 -2,822	-2%	-$73.7K	2.68%	17
2022 Q3	$3.77M	Buy	141,884 +6,346	+5%	+$168K	3.21%	9
2022 Q2	$3.63M	Sell	135,538 -6,215	-4%	-$180K	3.17%	7
2022 Q1	$4.03M	Sell	141,753 -3,916	-3%	-$103K	3.06%	10
2021 Q4	$3.36M	Buy	145,669 +36,981	+34%	+$909K	2.6%	11
2021 Q3	$2.62M	Sell	108,688 -8,554	-7%	-$202K	2.23%	19
2021 Q2	$2.77M	Buy	+117,242	New	+$2.67M	2.38%	16

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MRA Advisory Group's FTGC Position: Q4 2023 in Review

MRA Advisory Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 121,861 shares — an estimated $2.92M sold.

MRA Advisory Group first reported a position in FTGC in Q2 2021 and held it in 10 quarters. The position peaked at $4.03M in Q1 2022. 271 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

MRA Advisory Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
MRA Advisory Group sold 121,861 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $2.92M.
MRA Advisory Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 10 quarters.
MRA Advisory Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $4.03M in Q1 2022.
271 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on MRA Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.