Values First Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Values First 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 Q4	–	Sell	-1,943	Closed	-$46K	–	251
2024 Q3	$46K	Buy	+1,943	New	+$45.1K	0.03%	242
2023 Q2	–	Sell	-1,668	Closed	-$39.2K	–	229
2023 Q1	$39.2K	Buy	+1,668	New	+$39.6K	0.02%	205

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CWP

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Values First Advisors's FTGC Position: Q4 2024 in Review

Values First Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2024, closing a stake of 1,943 shares — an estimated $46K sold.

Values First Advisors first reported a position in FTGC in Q1 2023 and held it in 2 quarters. The position peaked at $46K in Q3 2024. 263 funds tracked by Wall St. Rank hold FTGC as of Q4 2024.

Values First Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2024 after selling out during the quarter.
Values First Advisors sold 1,943 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2024, an estimated $46K.
Values First Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2023 and held it in 2 quarters.
Values First Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $46K in Q3 2024.
263 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.