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

Tradition Wealth Management’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
Q4 		– Sell
-390
Closed -$9K – 1302
2023
Q3 		$9K Hold
390
– – ﹤0.01% 1033
2023
Q2 		$9K Buy
+390
New +$8.96K ﹤0.01% 1061

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tradition Wealth Management's FTGC Position: Q4 2023 in Review

Tradition Wealth Management sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 390 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in FTGC in Q2 2023 and held it in 2 quarters. The position peaked at $9K in Q3 2023. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

  • Tradition Wealth Management reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 390 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $9K.
  • Tradition Wealth Management first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's First Trust Global Tactical Commodity Strategy Fund position peaked at $9K in Q3 2023.
  • 272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.