True Link Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

True Link Financial 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 Q4	–	Sell	-38,430	Closed	-$922K	–	75
2023 Q3	$922K	Hold	38,430	–	–	0.11%	56
2023 Q2	$875K	Hold	38,430	–	–	0.11%	58
2023 Q1	$903K	Hold	38,430	–	–	0.11%	59
2022 Q4	$941K	Sell	38,430 -21,470	-36%	-$561K	0.13%	54
2022 Q3	$1.52M	Hold	59,900	–	–	0.22%	38
2022 Q2	$1.6M	Hold	59,900	–	–	0.24%	43
2022 Q1	$1.7M	Buy	59,900 +59,142	+7,802%	+$1.55M	0.25%	41
2021 Q4	$22K	Buy	+758	New	+$18.6K	﹤0.01%	560

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

True Link Financial Advisors's FTGC Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2023, closing a stake of 38,430 shares — an estimated $922K sold.

True Link Financial Advisors first reported a position in FTGC in Q4 2021 and held it in 8 quarters. The position peaked at $1.7M in Q1 2022. 272 funds tracked by Wall St. Rank hold FTGC as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 38,430 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2023, an estimated $922K.
True Link Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q4 2021 and held it in 8 quarters.
True Link Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.7M in Q1 2022.
272 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.