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

RiverTree 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 Q2	–	Sell	-67,910	Closed	-$1.6M	–	33
2023 Q1	$1.6M	Sell	67,910 -16,640	-20%	-$396K	1.15%	19
2022 Q4	$2.07M	Sell	84,550 -1,562	-2%	-$40.8K	1.7%	19
2022 Q3	$2.18M	Sell	86,112 -272	-0.3%	-$7.2K	1.79%	19
2022 Q2	$2.31M	Sell	86,384 -33,335	-28%	-$967K	1.8%	19
2022 Q1	$3.4M	Sell	119,719 -67,549	-36%	-$1.77M	2.29%	18
2021 Q4	$4.32M	Buy	187,268 +5,313	+3%	+$131K	2.76%	16
2021 Q3	$4.39M	Sell	181,955 -1,304	-0.7%	-$30.8K	2.99%	15
2021 Q2	$4.33M	Buy	183,259 +616	+0.3%	+$14K	2.93%	16
2021 Q1	$3.83M	Buy	+182,643	New	+$3.79M	2.68%	17

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

RiverTree Advisors's FTGC Position: Q2 2023 in Review

RiverTree Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q2 2023, closing a stake of 67,910 shares — an estimated $1.6M sold.

RiverTree Advisors first reported a position in FTGC in Q1 2021 and held it in 9 quarters. The position peaked at $4.39M in Q3 2021. 280 funds tracked by Wall St. Rank hold FTGC as of Q2 2023.

RiverTree Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q2 2023 after selling out during the quarter.
RiverTree Advisors sold 67,910 First Trust Global Tactical Commodity Strategy Fund shares in Q2 2023, an estimated $1.6M.
RiverTree Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2021 and held it in 9 quarters.
RiverTree Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $4.39M in Q3 2021.
280 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q2 2023.

Based on RiverTree Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.