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Outlook Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Outlook Wealth Advisors’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
2019
Q1 		– Sell
-1,219
Closed -$219K – 154
2018
Q4 		$219K Buy
+1,219
New +$23.4K 0.1% 164

Other funds holding FTGC

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Outlook Wealth Advisors's FTGC Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2019, closing a stake of 1,219 shares — an estimated $219K sold.

Outlook Wealth Advisors first reported a position in FTGC in Q4 2018 and held it in 1 quarter. The position peaked at $219K in Q4 2018. 59 funds tracked by Wall St. Rank hold FTGC as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,219 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2019, an estimated $219K.
  • Outlook Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $219K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.