Waterloo Capital’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Waterloo Capital’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
2020 Q1	$166K	Buy	+11,610	New	+$198K	0.12%	149

Other funds holding FTGC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

CAG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Waterloo Capital's FTGC Position: Q1 2020 in Review

Waterloo Capital opened a new position in First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2020: 11,610 shares worth $166K. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

51 funds tracked by Wall St. Rank hold FTGC as of Q1 2020.

Waterloo Capital held 11,610 shares of First Trust Global Tactical Commodity Strategy Fund worth $166K as of Q1 2020.
First Trust Global Tactical Commodity Strategy Fund was a new Waterloo Capital position in Q1 2020.
First Trust Global Tactical Commodity Strategy Fund made up 0.12% of Waterloo Capital's portfolio in Q1 2020, its #149 holding.
51 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2020.

Based on Waterloo Capital's 13F filing for Q1 2020, filed 1 Jun 2020.