Peak Planning Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Peak Planning 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
2023 Q4	–	Sell	-12,099	Closed	-$290K	–	71
2023 Q3	$290K	Sell	12,099 -2,136	-15%	-$51.6K	0.23%	64
2023 Q2	$324K	Sell	14,235 -8,395	-37%	-$193K	0.24%	64
2023 Q1	$532K	Sell	22,630 -2,927	-11%	-$69.6K	0.43%	46
2022 Q4	$626K	Sell	25,557 -7,833	-23%	-$205K	0.55%	44
2022 Q3	$846K	Sell	33,390 -3,635	-10%	-$96.2K	0.78%	30
2022 Q2	$991K	Buy	+37,025	New	+$1.07M	0.83%	27
2021 Q4	$497K	Buy	21,554 +4,061	+23%	+$99.9K	0.37%	52
2021 Q3	$422K	Buy	+17,493	New	+$414K	0.36%	51

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Peak Planning Group's FTGC Position: Q4 2023 in Review

Peak Planning Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 12,099 shares — an estimated $290K sold.

Peak Planning Group first reported a position in FTGC in Q3 2021 and held it in 8 quarters. The position peaked at $991K in Q2 2022. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

Peak Planning Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
Peak Planning Group sold 12,099 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $290K.
Peak Planning Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2021 and held it in 8 quarters.
Peak Planning Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $991K in Q2 2022.
272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on Peak Planning Group's 13F filing for Q4 2023, filed 26 May 2026.