Pinnacle Family Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Pinnacle Family 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
2023 Q4	–	Sell	-31,187	Closed	-$748K	–	94
2023 Q3	$748K	Sell	31,187 -1,789	-5%	-$43.2K	0.43%	37
2023 Q2	$751K	Sell	32,976 -2,641	-7%	-$60.7K	0.41%	43
2023 Q1	$837K	Sell	35,617 -849	-2%	-$20.2K	0.51%	43
2022 Q4	$893K	Sell	36,466 -2,287	-6%	-$59.7K	0.64%	35
2022 Q3	$982K	Sell	38,753 -2,547	-6%	-$67.4K	0.85%	24
2022 Q2	$1.1M	Buy	41,300 +164	+0.4%	+$4.76K	0.9%	22
2022 Q1	$1.17M	Buy	+41,136	New	+$1.08M	0.62%	26

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

Pinnacle Family Advisors's FTGC Position: Q4 2023 in Review

Pinnacle Family Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 31,187 shares — an estimated $748K sold.

Pinnacle Family Advisors first reported a position in FTGC in Q1 2022 and held it in 7 quarters. The position peaked at $1.17M in Q1 2022. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

Pinnacle Family Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
Pinnacle Family Advisors sold 31,187 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $748K.
Pinnacle Family Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2022 and held it in 7 quarters.
Pinnacle Family Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.17M in Q1 2022.
272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on Pinnacle Family Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.