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

Pacific Capital 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
2022 Q2	–	Sell	-22,472	Closed	-$639K	–	86
2022 Q1	$639K	Sell	22,472 -7,000	-24%	-$184K	0.18%	61
2021 Q4	$680K	Hold	29,472	–	–	0.2%	62
2021 Q3	$711K	Sell	29,472 -7,568	-20%	-$179K	0.23%	56
2021 Q2	$876K	Sell	37,040 -189	-0.5%	-$4.3K	0.44%	47
2021 Q1	$780K	Buy	+37,229	New	+$773K	0.43%	41

Other funds holding FTGC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pacific Capital Wealth Advisors's FTGC Position: Q2 2022 in Review

Pacific Capital Wealth Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2022, closing a stake of 22,472 shares — an estimated $639K sold.

Pacific Capital Wealth Advisors first reported a position in FTGC in Q1 2021 and held it in 5 quarters. The position peaked at $876K in Q2 2021. 311 funds tracked by Wall St. Rank hold FTGC as of Q2 2022.

Pacific Capital Wealth Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 22,472 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2022, an estimated $639K.
Pacific Capital Wealth Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 5 quarters.
Pacific Capital Wealth Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $876K in Q2 2021.
311 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.