TS Financial Group (TSFG)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

TS Financial Group (TSFG)’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 Q1	–	Sell	-1,211	Closed	-$27K	–	821
2023 Q4	$27K	Hold	1,211	–	–	0.01%	359
2023 Q3	$29K	Buy	1,211 +10	+0.8%	+$241	0.01%	368
2023 Q2	$27K	Sell	1,201 -3,531	-75%	-$81.1K	0.01%	377
2023 Q1	$111K	Sell	4,732 -592	-11%	-$14.1K	0.04%	182
2022 Q4	$130K	Sell	5,324 -136	-2%	-$3.55K	0.05%	167
2022 Q3	$138K	Sell	5,460 -750	-12%	-$19.8K	0.06%	147
2022 Q2	$166K	Buy	6,210 +1	+0%	+$29	0.07%	128
2022 Q1	$177K	Buy	6,209 +109	+2%	+$2.86K	0.06%	139
2021 Q4	$141K	Sell	6,100 -1,500	-20%	-$36.9K	0.05%	167
2021 Q3	$183K	Hold	7,600	–	–	0.07%	140
2021 Q2	$180K	Buy	+7,600	New	+$173K	0.07%	144

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

TS Financial Group (TSFG)'s FTGC Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2024, closing a stake of 1,211 shares — an estimated $27K sold.

TS Financial Group (TSFG) first reported a position in FTGC in Q2 2021 and held it in 11 quarters. The position peaked at $183K in Q3 2021. 263 funds tracked by Wall St. Rank hold FTGC as of Q1 2024.

TS Financial Group (TSFG) reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 1,211 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2024, an estimated $27K.
TS Financial Group (TSFG) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 11 quarters.
TS Financial Group (TSFG)'s First Trust Global Tactical Commodity Strategy Fund position peaked at $183K in Q3 2021.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.