U.S. Capital Wealth Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

U.S. Capital Wealth 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
2024 Q2	–	Sell	-8,984	Closed	-$213K	–	689
2024 Q1	$213K	Sell	8,984 -1,141	-11%	-$26.3K	0.01%	634
2023 Q4	$227K	Sell	10,125 -33,734	-77%	-$787K	0.01%	605
2023 Q3	$1.05M	Sell	43,859 -24,291	-36%	-$587K	0.05%	309
2023 Q2	$1.55M	Buy	68,150 +57,740	+555%	+$1.33M	0.07%	250
2023 Q1	$245K	Buy	10,410 +100	+1%	+$2.38K	0.01%	575
2022 Q4	$252K	Buy	10,310 +413	+4%	+$10.8K	0.01%	565
2022 Q3	$251K	Sell	9,897 -1,500	-13%	-$39.7K	0.01%	549
2022 Q2	$305K	Buy	+11,397	New	+$331K	0.01%	551

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return