Prosperity Financial Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Prosperity Financial 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 Q3	–	Sell	-118,465	Closed	-$2.7M	–	126
2023 Q2	$2.7M	Sell	118,465 -156,712	-57%	-$3.6M	2.37%	8
2023 Q1	$6.46M	Sell	275,177 -18,756	-6%	-$446K	6.54%	2
2022 Q4	$7.2M	Buy	+293,933	New	+$7.67M	7.77%	3

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

MFG

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

Prosperity Financial Group's FTGC Position: Q3 2023 in Review

Prosperity Financial Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q3 2023, closing a stake of 118,465 shares — an estimated $2.7M sold.

Prosperity Financial Group first reported a position in FTGC in Q4 2022 and held it in 3 quarters. The position peaked at $7.2M in Q4 2022. 274 funds tracked by Wall St. Rank hold FTGC as of Q3 2023.

Prosperity Financial Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q3 2023 after selling out during the quarter.
Prosperity Financial Group sold 118,465 First Trust Global Tactical Commodity Strategy Fund shares in Q3 2023, an estimated $2.7M.
Prosperity Financial Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2022 and held it in 3 quarters.
Prosperity Financial Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $7.2M in Q4 2022.
274 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.