Quad-Cities Investment Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Quad-Cities Investment 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
2024 Q4	–	Sell	-15,004	Closed	-$355K	–	182
2024 Q3	$355K	Sell	15,004 -4,294	-22%	-$99.6K	0.18%	119
2024 Q2	$461K	Sell	19,298 -57	-0.3%	-$1.38K	0.26%	90
2024 Q1	$459K	Sell	19,355 -10,952	-36%	-$252K	0.27%	90
2023 Q4	$676K	Sell	30,307 -31,145	-51%	-$726K	0.42%	58
2023 Q3	$1.47M	Sell	61,452 -74,765	-55%	-$1.81M	0.99%	27
2023 Q2	$3.1M	Sell	136,217 -16,403	-11%	-$377K	2.02%	8
2023 Q1	$3.59M	Buy	152,620 +19,613	+15%	+$466K	2.48%	4
2022 Q4	$3.26M	Sell	133,007 -15,827	-11%	-$413K	2.4%	6
2022 Q3	$3.77M	Buy	148,834 +4,009	+3%	+$106K	2.93%	3
2022 Q2	$3.88M	Buy	144,825 +21,209	+17%	+$615K	2.88%	3
2022 Q1	$3.51M	Buy	123,616 +39,911	+48%	+$1.05M	2.25%	6
2021 Q4	$1.93M	Buy	83,705 +36,765	+78%	+$904K	1.21%	19
2021 Q3	$1.13M	Buy	46,940 +5,716	+14%	+$135K	0.79%	32
2021 Q2	$975K	Buy	41,224 +12,456	+43%	+$283K	0.66%	42
2021 Q1	$602K	Buy	+28,768	New	+$597K	0.46%	63

Other funds holding FTGC

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quad-Cities Investment Group's FTGC Position: Q4 2024 in Review

Quad-Cities Investment Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2024, closing a stake of 15,004 shares — an estimated $355K sold.

Quad-Cities Investment Group first reported a position in FTGC in Q1 2021 and held it in 15 quarters. The position peaked at $3.88M in Q2 2022. 263 funds tracked by Wall St. Rank hold FTGC as of Q4 2024.

Quad-Cities Investment Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2024 after selling out during the quarter.
Quad-Cities Investment Group sold 15,004 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2024, an estimated $355K.
Quad-Cities Investment Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 15 quarters.
Quad-Cities Investment Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.88M in Q2 2022.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2024.

Based on Quad-Cities Investment Group's 13F filing for Q4 2024, filed 14 Jan 2025.