Patriot Financial Group Insurance Agency’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Patriot Financial Group Insurance Agency’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	-1,718	Closed	-$46K	–	968
2022 Q2	$46K	Hold	1,718	–	–	0.01%	759
2022 Q1	$49K	Buy	1,718 +1,144	+199%	+$30K	0.01%	784
2021 Q4	$13K	Buy	+574	New	+$14.1K	﹤0.01%	1380
2017 Q1	–	Sell	-34	Closed	-$1K	–	827
2016 Q4	$1K	Buy	+34	New	+$695	﹤0.01%	730

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

Patriot Financial Group Insurance Agency's FTGC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2022, closing a stake of 1,718 shares — an estimated $46K sold.

Patriot Financial Group Insurance Agency first reported a position in FTGC in Q4 2016 and held it in 4 quarters. The position peaked at $49K in Q1 2022. 298 funds tracked by Wall St. Rank hold FTGC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,718 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2022, an estimated $46K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2016 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's First Trust Global Tactical Commodity Strategy Fund position peaked at $49K in Q1 2022.
298 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.