SCFS
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S.C. Financial Services’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

S.C. Financial Services’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
Q4 		$556K Sell
22,693
-4,323
-16% -$113K 0.85% 38
2022
Q3 		$685K Sell
27,016
-6,854
-20% -$181K 1.09% 24
2022
Q2 		$906K Buy
+33,870
New +$983K 1.39% 16

Other funds holding FTGC

AWA
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

S.C. Financial Services's FTGC Position: Q4 2022 in Review

S.C. Financial Services reduced its First Trust Global Tactical Commodity Strategy Fund (FTGC) stake by 16% in Q4 2022, selling an estimated $113K and leaving 22,693 shares worth $556K. The position accounts for 0.85% of the portfolio, ranked #38.

S.C. Financial Services first reported a position in FTGC in Q2 2022 and has held it in 3 quarters since. The position peaked at $906K in Q2 2022. 306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

  • S.C. Financial Services held 22,693 shares of First Trust Global Tactical Commodity Strategy Fund worth $556K as of Q4 2022.
  • S.C. Financial Services sold 4,323 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2022, an estimated $113K.
  • First Trust Global Tactical Commodity Strategy Fund made up 0.85% of S.C. Financial Services's portfolio in Q4 2022, its #38 holding.
  • S.C. Financial Services first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2022 and has held it in 3 quarters since.
  • S.C. Financial Services's First Trust Global Tactical Commodity Strategy Fund position peaked at $906K in Q2 2022.
  • 306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.