SW
FTGC icon

SMART Wealth’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

SMART Wealth’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
-18,478
Closed -$438K – 155
2024
Q3 		$438K Sell
18,478
-5,378
-23% -$125K 0.17% 96
2024
Q2 		$570K Sell
23,856
-6,540
-22% -$158K 0.23% 72
2024
Q1 		$721K Sell
30,396
-53,768
-64% -$1.24M 0.32% 60
2023
Q4 		$1.89M Buy
84,164
+20,877
+33% +$487K 1.03% 19
2023
Q3 		$1.52M Buy
63,287
+5,003
+9% +$121K 1.14% 25
2023
Q2 		$1.33M Buy
58,284
+6,965
+14% +$160K 1% 28
2023
Q1 		$1.21M Sell
51,319
-4,386
-8% -$104K 1.06% 29
2022
Q4 		$1.36M Buy
+55,705
New +$1.45M 1.03% 32

Other funds holding FTGC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
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
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
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 $1.9B AUM 24.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return