Norris Financial Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Norris Financial 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
2024 Q1	–	Sell	-41,499	Closed	-$931K	–	76
2023 Q4	$931K	Sell	41,499 -73,664	-64%	-$1.72M	0.57%	37
2023 Q3	$2.76M	Buy	+115,163	New	+$2.78M	1.92%	16
2023 Q1	–	Sell	-228,252	Closed	-$5.59M	–	74
2022 Q4	$5.59M	Sell	228,252 -4,162	-2%	-$109K	4.73%	8
2022 Q3	$5.89M	Buy	232,414 +535	+0.2%	+$14.2K	5.39%	4
2022 Q2	$6.21M	Buy	231,879 +16,228	+8%	+$471K	4.99%	7
2022 Q1	$6.13M	Buy	215,651 +93,372	+76%	+$2.45M	3.7%	11
2021 Q4	$2.82M	Sell	122,279 -104,897	-46%	-$2.58M	1.7%	18
2021 Q3	$5.48M	Sell	227,176 -22,888	-9%	-$541K	3.62%	8
2021 Q2	$5.91M	Buy	250,064 +62,048	+33%	+$1.41M	3.99%	6
2021 Q1	$3.94M	Buy	+188,016	New	+$3.9M	2.89%	10

Other funds holding FTGC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FAM

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Norris Financial Group's FTGC Position: Q1 2024 in Review

Norris Financial Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 41,499 shares — an estimated $931K sold.

Norris Financial Group first reported a position in FTGC in Q1 2021 and held it in 10 quarters. The position peaked at $6.21M in Q2 2022. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

Norris Financial Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
Norris Financial Group sold 41,499 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $931K.
Norris Financial Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 10 quarters.
Norris Financial Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $6.21M in Q2 2022.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on Norris Financial Group's 13F filing for Q1 2024, filed 20 May 2026.