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Peterson Wealth Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Peterson Wealth 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
Q4 		– Sell
-11,953
Closed -$303K – 94
2022
Q3 		$303K Buy
11,953
+792
+7% +$21K 0.21% 72
2022
Q2 		$299K Sell
11,161
-1,076
-9% -$31.2K 0.22% 72
2022
Q1 		$348K Buy
+12,237
New +$321K 0.21% 71

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peterson Wealth Services's FTGC Position: Q4 2022 in Review

Peterson Wealth Services sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2022, closing a stake of 11,953 shares — an estimated $303K sold.

Peterson Wealth Services first reported a position in FTGC in Q1 2022 and held it in 3 quarters. The position peaked at $348K in Q1 2022. 306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

  • Peterson Wealth Services reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • Peterson Wealth Services sold 11,953 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2022, an estimated $303K.
  • Peterson Wealth Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 3 quarters.
  • Peterson Wealth Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $348K in Q1 2022.
  • 306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on Peterson Wealth Services's 13F filing for Q4 2022, filed 20 Jan 2023.