Pinnacle Private Wealth’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Pinnacle Private Wealth’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	$2.13M	Buy	79,505 +1,937	+2%	+$56.2K	0.83%	23
2022 Q1	$2.21M	Buy	77,568 +43,190	+126%	+$1.13M	0.69%	35
2021 Q4	$793K	Buy	+34,378	New	+$845K	0.25%	96

Other funds holding FTGC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Pinnacle Private Wealth's FTGC Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 2.5% in Q2 2022, buying an estimated $56.2K and bringing the position to 79,505 shares worth $2.13M. The position accounts for 0.83% of the portfolio, ranked #23.

Pinnacle Private Wealth first reported a position in FTGC in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.21M in Q1 2022. 311 funds tracked by Wall St. Rank hold FTGC as of Q2 2022.

Pinnacle Private Wealth held 79,505 shares of First Trust Global Tactical Commodity Strategy Fund worth $2.13M as of Q2 2022.
Pinnacle Private Wealth bought 1,937 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2022, an estimated $56.2K.
First Trust Global Tactical Commodity Strategy Fund made up 0.83% of Pinnacle Private Wealth's portfolio in Q2 2022, its #23 holding.
Pinnacle Private Wealth first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.21M in Q1 2022.
311 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.