Wagner Wealth Management (South Carolina)’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-961	Closed	-$24K	–	427
2022 Q3	$24K	Sell	961 -194	-17%	-$5.13K	0.02%	286
2022 Q2	$31K	Buy	+1,155	New	+$33.5K	0.02%	267
2022 Q1	–	Sell	-674	Closed	-$16K	–	384
2021 Q4	$16K	Hold	674	–	–	0.01%	426
2021 Q3	$17K	Hold	674	–	–	0.01%	397
2021 Q2	$16K	Buy	+674	New	+$15.3K	0.01%	420

Other funds holding FTGC

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FTGC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2022, closing a stake of 961 shares — an estimated $24K sold.

Wagner Wealth Management (South Carolina) first reported a position in FTGC in Q2 2021 and held it in 5 quarters. The position peaked at $31K in Q2 2022. 306 funds tracked by Wall St. Rank hold FTGC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 961 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2022, an estimated $24K.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s First Trust Global Tactical Commodity Strategy Fund position peaked at $31K in Q2 2022.
306 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.