O'Donnell Financial Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

O'Donnell Financial Services’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
2022 Q3	–	Sell	-956,147	Closed	-$25.6M	–	27
2022 Q2	$25.6M	Buy	956,147 +384,793	+67%	+$11.2M	20.95%	1
2022 Q1	$16.2M	Buy	571,354 +160,425	+39%	+$4.21M	7.39%	4
2021 Q4	$10.1M	Buy	410,929 +41,963	+11%	+$1.03M	4.68%	8
2021 Q3	$8.9M	Buy	+368,966	New	+$8.72M	4.28%	7

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

RJFSA

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

O'Donnell Financial Services's FTGC Position: Q3 2022 in Review

O'Donnell Financial Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2022, closing a stake of 956,147 shares — an estimated $25.6M sold.

O'Donnell Financial Services first reported a position in FTGC in Q3 2021 and held it in 4 quarters. The position peaked at $25.6M in Q2 2022. 298 funds tracked by Wall St. Rank hold FTGC as of Q3 2022.

O'Donnell Financial Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
O'Donnell Financial Services sold 956,147 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2022, an estimated $25.6M.
O'Donnell Financial Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2021 and held it in 4 quarters.
O'Donnell Financial Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $25.6M in Q2 2022.
298 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2022.

Based on O'Donnell Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.