Regal Investment Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Regal Investment 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
2015 Q4	–	Sell	-300	Closed	-$6K	–	487
2015 Q3	$6K	Hold	300	–	–	﹤0.01%	780
2015 Q2	$7K	Hold	300	–	–	﹤0.01%	700
2015 Q1	$7K	Hold	300	–	–	﹤0.01%	756
2014 Q4	$8K	Hold	300	–	–	﹤0.01%	662
2014 Q3	$9K	Sell	300 -600	-67%	-$19K	﹤0.01%	711
2014 Q2	$30K	Buy	+900	New	+$30.7K	0.01%	476

Other funds holding FTGC

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

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

GWM

Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return

Regal Investment Advisors's FTGC Position: Q4 2015 in Review

Regal Investment Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2015, closing a stake of 300 shares — an estimated $6K sold.

Regal Investment Advisors first reported a position in FTGC in Q2 2014 and held it in 6 quarters. The position peaked at $30K in Q2 2014. 42 funds tracked by Wall St. Rank hold FTGC as of Q4 2015.

Regal Investment Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 300 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2015, an estimated $6K.
Regal Investment Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2014 and held it in 6 quarters.
Regal Investment Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $30K in Q2 2014.
42 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.